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 working out of Tempe, Arizona with a total of 5 years of industry experience. Morley is on the advisory team at Northern Trust Investments, Inc. Over the course of their career, they have held roles at Raymond James Financial Services, Matthew Foley, Plc, Raymond James Financial Services Advisors Inc, Northern Trust Bank and Northern Trust Securities, Inc. Morley holds a Series 66 license, which qualifies 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 financial advisory company operating out of Chicago, IL. It has offices in seven locations and a total of 726 employees. It oversees $903 billion in assets among its 41,219 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 1,645 charitable organizations. Of its 41,219 accounts, 27% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Northern Trust Investments, Inc has a broad set of services, including 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. Financial management fees depend on the financial services. Fees billed by Northern Trust Investments, Inc most likely are comprised of some blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

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

$902,656,985,580

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

726

AZ Average: 44
Total Number of Accounts

41,219

AZ Average: 2,564
Average Account Size

$21,899,051

AZ Average: $2,603,165

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 been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Northern Trust Securities, Inc

2016 - Present (8 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michelle Morley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northern Trust Investments, Inc

Emily Meyer
Chicago, IL
Lauren Metaj
Chicago, IL
Erik Spano
Tempe, AZ
John Cullen
Chicago, IL
Alexander Mchenry
Chicago, IL
George Taylor
Chicago, IL
Stephen Russell
Chicago, IL
Michelle Morley
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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