Desi
Berry

Northern Trust Investments, Inc

CRD#6258660
Investment Advisor
in Tempe, AZ

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About this Advisor

Desi Berry is a financial advisor based out of Tempe, Arizona, with a total of 11 years in the industry. Berry is an advisor for Northern Trust Investments, Inc. Their career trajectory has included roles at Arkansas Division Of Public School Academic Facilities, Brs Consulting, Bosc Inc, Northern Trust Bank, Northern Trust Securities, Inc and Shurwest. Berry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Northern Trust Investments, Inc is a firm headquartered in Tempe, Arizona. The investment advisory business has offices in nine locations and a total of 603 advisors. It has $873 billion in assets across its 35,635 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 352 charities and foundations. Of its 35,635 customer accounts, 74% are associated with high-net-worth investors who have greater than $1 million in investable assets. Northern Trust Investments, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advice usually vary depending on the type of services. However, fees charged by Northern Trust Investments, Inc may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

2160 East Elliot
Tempe, AZ 85284

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$872,910,314,937

AZ Average: $6,674,516,078
Total Number of Employees

603

AZ Average: 44
Total Number of Accounts

35,635

AZ Average: 2,564
Average Account Size

$24,495,870

AZ Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Desi Berry Work History

Desi has 11 years of experience.

2016 - Present (5 years)

Northern Trust Bank

2016 - Present (5 years)

Northern Trust Securities, Inc

2016 - 2016 (< 1 year)

Shurwest

2013 - 2016 (3 years)

Bosc Inc

2010 - 2013 (3 years)

Brs Consulting

2009 - 2013 (4 years)

Arkansas Division Of Public School Academic Facilities

Disclosures

Desi Berry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

James Thompson
Tempe, AZ
John Faron
Stamford, CT
Hunter Knapp
Chicago, IL
Michael Burdeen
Chicago, IL
Louis Kafkes
Chicago, IL
Paul Kubasiak
Chicago, IL
Erik Spano
Tempe, AZ
William Thomas
Chicago, IL

This content was compiled from the SEC and FINRA.

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