Michelle
Morley

Northern Trust Investments, Inc

CRD#6404714
Investment Advisor
in Tempe, AZ

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About this Advisor

Michelle Morley is a financial advisor based in Tempe, Arizona. Currently a registered advisor with Northern Trust Investments, Inc, they have accrued 11 years of work experience in the financial advisory industry. Morley has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Morley is able to operate based out of Arizona. Morley has gained experience at Raymond James Financial Services, Matthew Foley, Plc, Phillips Law Group, Raymond James Financial Services Advisors Inc, Northern Trust Bank and Northern Trust Securities, Inc. Northern Trust Investments, Inc is based out of Tempe, Arizona, and has nine additional locations in the United States. As a firm, Northern Trust Investments, Inc oversees $807 billion in assets covering 35,793 accounts and employs more than 573 people. The firm's total assets under management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 80% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Northern Trust Investments, Inc can offer 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. The firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 E. Elliot Road Suite 100
Tempe, AZ 85284

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$806,621,804,542

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

573

AZ Average: 44
Total Number of Accounts

35,793

AZ Average: 2,564
Average Account Size

$22,535,742

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

Michelle Morley Work History

Michelle has 12 years of experience.

2017 - Present (3 years)

Northern Trust Securities, Inc

2016 - Present (4 years)

Northern Trust Bank

2015 - 2016 (1 year)

Raymond James Financial Services

2015 - 2016 (1 year)

Raymond James Financial Services Advisors Inc

2014 - 2015 (1 year)

Raymond James Financial Services

2011 - 2014 (3 years)

Matthew Foley, Plc

2008 - 2011 (3 years)

Phillips Law Group

Disclosures

Michelle Morley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Erik Spano
Tempe, AZ
Kenneth Javor
Chicago, IL
Desi Berry
Tempe, AZ
Ahmed Taha
Chicago, IL
John Abunassar
Chicago, IL
Thomas Nussbaum
Bridgewater, MA
Joseph Tiralosi
Chicago, IL
Robin Tardy
Chicago, IL

This content was compiled from the SEC and FINRA.

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