Terry
Weissberg

Northern Trust Investments, Inc

CRD#1284073
Investment Advisor
in West Palm Beach, FL

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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

Series 63, Chartered Financial Analyst

Years of Experience

15 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

777 South Flagler Drive 12Th Floor
West Palm Beach, FL 33401

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$806,621,804,542

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

573

FL Average: 44
Total Number of Accounts

35,793

FL Average: 2,564
Average Account Size

$22,535,742

FL Average: $2,603,165

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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
  • Other

Terry Weissberg Work History

Terry has 15 years of experience.

2016 - Present (4 years)

Northern Trust Securities, Inc

2016 - Present (4 years)

Northern Trust Bank

2010 - 2016 (6 years)

Managed Account Services, LLC

2006 - 2010 (4 years)

Jesup & Lamont Securities

2005 - 2016 (11 years)

Independent Portfolio Consultants, Inc

Disclosures

Terry Weissberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Erik Spano
Tempe, AZ
Kenneth Javor
Chicago, IL
Desi Berry
Tempe, AZ
Ahmed Taha
Chicago, IL
John Abunassar
Chicago, IL
Thomas Nussbaum
Bridgewater, MA
Joseph Tiralosi
Chicago, IL
Robin Tardy
Chicago, IL

This content was compiled from the SEC and FINRA.

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