Terry
Weissberg

Northern Trust Investments, Inc

CRD#1284073
Investment Advisor
in West Palm Beach, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Terry Weissberg is an investment advisor located in West Palm Beach, Florida. Currently a registered advisor at Northern Trust Investments, Inc, they have gathered 13 years of practice in the financial advisory industry. Weissberg has a Series 63 license, qualifying them as a securities representative. Weissberg is able to serve investors based out of Florida. During their career, Weissberg has held roles at Independent Portfolio Consultants, Inc, Jesup & Lamont Securities, Managed Account Services, LLC, Northern Trust Bank and Northern Trust Securities, Inc. Northern Trust Investments, Inc is based out of West Palm Beach, Florida, and has six brick-and-mortar locations across the United States. In aggregate, Northern Trust Investments, Inc oversees $837 billion in assets throughout 34,287 client accounts and employs more than 562 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 88% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Northern Trust Investments, Inc provides 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. The firm's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 13 years of experience.

2016 - Present (4 years)

Northern Trust Bank

2016 - Present (4 years)

Northern Trust Securities, Inc

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

Ronald Francisco
Tempe, AZ
Michelle Stewart
Tempe, AZ
Desi Berry
Tempe, AZ
Sierra Jones
Tempe, AZ
Terry Weissberg
West Palm Beach, FL
James Thompson
Tempe, AZ
Erik Spano
Tempe, AZ
Douglas Brown
Tempe, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started