Edward
Yee
Northern Trust Securities, Inc
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About this Advisor
Edward Yee is a financial advisor based in Saint Petersburg, Florida, working with Northern Trust Securities, Inc. Edward has previously held positions at Northern Trust Securities, Inc and Northern Trust Bank. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Edward is part of Northern Trust Securities, Inc, which operates out of Saint Petersburg, Florida. 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
Services Offered
Fee Structure
Office Location
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Northern Trust Securities, Inc Brokerage Details
$1,026,259,255
75
2,110
$486,379
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
Edward Yee Work History
Northern Trust Bank
Northern Trust Securities, Inc
Disclosures
Please visit the SEC profile of Edward Yee 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
Philadelphia, PA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Tempe, AZ
Tempe, AZ
Chicago, IL
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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