Northern Trust Investments, Inc
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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
Years of Experience
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Northern Trust Investments, Inc Brokerage Details
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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
Michelle Morley Work History
Michelle has 12 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Matthew Foley, Plc
Phillips Law Group
Michelle Morley has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc