Northern Trust Investments, Inc
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About this Advisor
Terry Weissberg is a chartered financial analyst who works in West Palm Beach, Florida, who has been in the industry for 14 years. Weissberg currently works for Northern Trust Investments, Inc. Throughout their career, Weissberg has worked at Independent Portfolio Consultants, Inc, Jesup & Lamont Securities, Managed Account Services, LLC, Northern Trust Securities, Inc and Northern Trust Bank. Weissberg holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in Florida. Northern Trust Investments, Inc is an advisory company headquartered in West Palm Beach, Florida. The firm has offices in nine locations and a total of 573 people on staff. It manages $807 billion in assets under management across its 35,793 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 245 charities and foundations. Of its 35,793 customer accounts, 80% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules largely depend on which service is offered. However, fees billed by Northern Trust Investments, Inc most likely consist of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Northern Trust Investments, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Terry Weissberg Work History
Terry has 15 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Managed Account Services, LLC
Jesup & Lamont Securities
Independent Portfolio Consultants, Inc
Terry Weissberg has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc