Northern Trust Investments, Inc
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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
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 Stewart Work History
Michelle has 10 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 Stewart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
West Palm Beach, FL