Elizabeth
Sfreddo
Northern Trust Investments, Inc
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About this Advisor
Elizabeth Sfreddo is a financial advisor working in Chicago, Illinois, with a total of 6 years of relevant experience. Sfreddo is an employee of Northern Trust Investments, Inc. During their career, the advisor has held roles at Ned Davis Research, Inc, Beaumont Financial Partners, LLC, Jpmorgan Investment Management Inc, J.P. Morgan Institutional Investments Inc, Lido, Northern Trust Bank and Northern Trust Securities, Inc. Sfreddo holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Northern Trust Investments, Inc is an advisory company that has its headquarters in Chicago, IL. The investment advisory business has offices in seven locations and a total of 726 financial advisors. It manages $903 billion in assets across its 41,219 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,645 charities and foundations. Of its 41,219 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets. Northern Trust Investments, Inc performs 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. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Northern Trust Investments, Inc likely consist of any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northern Trust Investments, Inc Brokerage Details
$902,656,985,580
726
41,219
$21,899,051
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
Elizabeth Sfreddo Work History
Elizabeth has been registered as a financial advisor for 6 years.*
Northern Trust Bank
Northern Trust Securities, Inc
Lido
Jpmorgan Investment Management Inc
J.P. Morgan Institutional Investments Inc
Beaumont Financial Partners, LLC
Ned Davis Research, Inc
*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 Elizabeth Sfreddo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northern Trust Investments, Inc
Chicago, IL
Chicago, IL
Chicago, IL
Tempe, AZ
Chicago, IL
Chicago, IL
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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