Edward
Yee

Northern Trust Securities, Inc

CRD#2592340
Investment Advisor
in Saint Petersburg, FL

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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

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

100 2Nd Ave. South
Saint Petersburg, FL 33701

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$1,026,259,255

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

75

FL Average: 44
Total Number of Accounts

2,110

FL Average: 2,564
Average Account Size

$486,379

FL 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

Edward Yee Work History

2009 - Present (15 years)

Northern Trust Bank

2004 - Present (20 years)

Northern Trust Securities, Inc

Created with Highcharts 6.0.7

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

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