Maria
Tovar

Northern Trust Securities, Inc

CRD#2772321
Investment Advisor
in San Francisco, CA

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About this Advisor

Maria Tovar is a financial advisor based in San Francisco, California, working with Northern Trust Securities, Inc. Maria has previously held positions at Northern Trust Bank, Northern Trust Securities Inc, and Vision Investment Services, Inc. Maria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Florida. Currently, Maria is part of Northern Trust Securities, Inc, which operates out of San Francisco, California. The firm has 20 offices and 75 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, 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

$1,026,259,255

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

75

CA Average: 44
Total Number of Accounts

2,110

CA Average: 2,564
Average Account Size

$486,379

CA Average: $2,603,165

Investment Advisory Services

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

Maria Tovar Work History

2009 - Present (15 years)

Northern Trust Bank

2009 - Present (15 years)

Northern Trust Securities Inc

2009 - Present (15 years)

Vision Investment Services, Inc

Disclosures

Please visit the SEC profile of Maria Tovar 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

Trisha Vergeire
Chicago, IL
Joseph Hume
Chicago, IL
John Mccadd
Chicago, IL
Narsai Toma
Chicago, IL
Robert Fitzpatrick
Philadelphia, PA
Faizan Arby
Chicago, IL
Cesar Pena
Barrington, IL
Kyle Walters
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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