Kevin
Ryan

Northern Trust Securities, Inc

CRD#5520025
Investment Advisor
in San Francisco, CA

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About this Advisor

Kevin Ryan is a financial advisor based in San Francisco, California, working with Northern Trust Securities, Inc. Kevin has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Northern Trust Bank, and Northern Trust Securities, Inc. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Kevin is part of Northern Trust Securities, Inc, which operates out of San Francisco, California. The firm has 24 offices and 76 employees. The firm manages assets totaling $1.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Northern Trust Securities, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

580 California Street 19Th Floor
San Francisco, CA 94104

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$1,276,929,981

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

76

CA Average: 44
Total Number of Accounts

2,283

CA Average: 2,564
Average Account Size

$559,321

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kevin Ryan Work History

2025 - Present (0 year)

Northern Trust Bank

2025 - Present (0 year)

Northern Trust Securities, Inc

2014 - Present (11 years)

Charles Schwab Bank

2011 - Present (14 years)

Charles Schwab & Co., Inc

Disclosures

Please visit the SEC profile of Kevin Ryan 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 Securities, Inc

John Smith
Chicago, IL
Robert Fitzpatrick
Boston, MA
Keaton Schultz
Houston, TX
Nick Megremis
Chicago, IL
Ali Carmen
Chicago, IL
Cory Finke
Chicago, IL
Ryan Lachmansingh
Palm Beach, FL
Michael Bibbiano
Chicago, IL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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