George
Taylor

Northern Trust Investments, Inc

CRD#5563823
Investment Advisor
in Chicago, IL

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About this Advisor

George Taylor is a financial advisor operating in Chicago, Illinois who has 3 years of relevant experience. Taylor is on the advisory team at Northern Trust Investments, Inc. Over the course of their career, Taylor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed Inc, Northern Trust Securities, Inc and Northern Trust Bank. Taylor holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate 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 a registered investment company operating out of Chicago, IL. The company has offices in seven locations and a total of 726 employees. It has $903 billion in assets between its 41,219 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 1,645 charitable organizations. Of its 41,219 accounts, 27% are associated with high-net-worth investors who have at least $1 million in investable assets. Northern Trust Investments, Inc provides a broad assortment of services, such as 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 typically depend on which services the firm provides the client. Fees billed by Northern Trust Investments, Inc most likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Office Location

50 S Lasalle Street
Chicago, IL 60603-1008

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$902,656,985,580

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

726

IL Average: 44
Total Number of Accounts

41,219

IL Average: 2,564
Average Account Size

$21,899,051

IL Average: $2,603,165

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

George Taylor Work History

George has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Northern Trust Securities, Inc

2020 - Present (4 years)

Northern Trust Bank

2015 - 2020 (5 years)

Bank Of America, N.A

2015 - 2020 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2015 (1 year)

Waddell & Reed Inc

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

*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 George Taylor 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

Lauren Metaj
Chicago, IL
Emily Meyer
Chicago, IL
George Taylor
Chicago, IL
Alexander Mchenry
Chicago, IL
Erik Spano
Tempe, AZ
John Cullen
Chicago, IL
Elizabeth Longo
Grand Rapids, MI
Justin Gutwald
Chicago, IL

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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