Michelle
Stewart

Northern Trust Investments, Inc

CRD#6404714
Investment Advisor
in Tempe, AZ

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About this Advisor

Michelle Stewart is an advisor who is based in Tempe, Arizona. Currently a registered investment advisor with Northern Trust Investments, Inc, they have gathered 10 years of experience as a financial advisor. Stewart has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Stewart is registered to serve investors based out of Arizona. Over the course of their career, they have held roles at Phillips Law Group, Raymond James Financial Services, Matthew Foley, Plc, Raymond James Financial Services Advisors Inc, Northern Trust Bank and Northern Trust Securities, Inc. Northern Trust Investments, Inc is headquartered in Tempe, Arizona, and has six other offices throughout the nation. In aggregate, Northern Trust Investments, Inc oversees $837 billion in assets throughout 34,287 accounts and retains more than 562 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 88% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Northern Trust Investments, Inc can provide 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's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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 Stewart Work History

Michelle has 10 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 Stewart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Ronald Francisco
Tempe, AZ
Michelle Stewart
Tempe, AZ
Desi Berry
Tempe, AZ
Sierra Jones
Tempe, AZ
Terry Weissberg
West Palm Beach, FL
James Thompson
Tempe, AZ
Erik Spano
Tempe, AZ
Douglas Brown
Tempe, AZ

This content was compiled from the SEC and FINRA.

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