Terry
Weissberg
Northern Trust Investments, Inc
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About this Advisor
Terry Weissberg is a financial advisor based in West Palm Beach, Florida, working with Northern Trust Investments, Inc. Terry has previously held positions at Independent Portfolio Consultants, Inc, Managed Account Services, LLC, Northern Trust Securities, Inc, and Northern Trust Bank. Terry has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Terry is part of Northern Trust Investments, Inc, which operates out of West Palm Beach, Florida. The firm has 7 offices and 674 employees. The firm manages assets totaling $1.0 trillion 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Northern Trust Investments, Inc includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northern Trust Investments, Inc Brokerage Details
$1,016,556,943,580
674
41,105
$24,730,737
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
- Educational seminars/workshops
- Other
Terry Weissberg Work History
Northern Trust Securities, Inc
Northern Trust Bank
Managed Account Services, LLC
Independent Portfolio Consultants, Inc
Disclosures
Please visit the SEC profile of Terry Weissberg 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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