Sheryl
Cruz
Northern Trust Securities, Inc
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About this Advisor
Sheryl Cruz is a financial advisor operating out of Sarasota, Florida with a total of 8 years of industry experience. Cruz is an employee of Northern Trust Securities, Inc. They have spent their whole career at Northern Trust Securities, Inc. Cruz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Northern Trust Securities, Inc is an advisory firm that has its headquarters in Chicago, IL. The investment advisory business has offices in 18 locations and a total of 72 financial advisors. It handles $830 million in assets under management across its 2,003 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 2,003 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. Northern Trust Securities, Inc has a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Northern Trust Securities, Inc can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northern Trust Securities, Inc Brokerage Details
$829,504,839
72
2,003
$414,131
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
Sheryl Cruz Work History
Sheryl has been registered as a financial advisor for 8 years.*
Northern Trust Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sheryl Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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