Megan
Smolinske

Northern Trust Securities, Inc

CRD#7114757
Investment Advisor
in Chicago, IL

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About this Advisor

Megan Smolinske is a financial advisor based in Chicago, Illinois, working with Northern Trust Securities, Inc. Megan has previously held positions at Marianos, Bed Bath & Beyond, Basco, Independent Advisors Group, Ball State University, L.A. Pittenger Student Center, Rinker Center For International Programs, Lincoln Way East, Woodbury Financial Services Inc, Northern Trust Bank, and Northern Trust Securities, Inc. Megan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Megan is part of Northern Trust Securities, Inc, which operates out of Chicago, Illinois. The firm has 20 offices and 75 employees. The firm manages assets totaling $1.0 billion 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 pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Northern Trust Securities, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

333 S. Wabash Avenue 34Th Floor
Chicago, IL 60604

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$1,026,259,255

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

75

IL Average: 44
Total Number of Accounts

2,110

IL Average: 2,564
Average Account Size

$486,379

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Megan Smolinske Work History

2023 - Present (1 year)

Northern Trust Bank

2023 - Present (1 year)

Northern Trust Securities, Inc

2020 - Present (4 years)

Independent Advisors Group

2021 - 2023 (2 years)

Woodbury Financial Services Inc

2019 - 2019 (< 1 year)

Independent Advisors Group

2018 - 2018 (< 1 year)

Basco

2018 - 2020 (2 years)

Rinker Center For International Programs

2017 - 2017 (< 1 year)

Basco

2017 - 2017 (< 1 year)

L.A. Pittenger Student Center

2016 - 2020 (4 years)

Ball State University

2015 - 2016 (1 year)

Bed Bath & Beyond

2014 - 2015 (1 year)

Marianos

2012 - 2016 (4 years)

Lincoln Way East

Disclosures

Please visit the SEC profile of Megan Smolinske 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 Securities, Inc

Faizan Arby
Chicago, IL
Narsai Toma
Chicago, IL
Joseph Hume
Chicago, IL
Trisha Vergeire
Chicago, IL
Robert Fitzpatrick
Philadelphia, PA
David Pazdan
Tempe, AZ
Cesar Pena
Barrington, IL
Kyle Walters
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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