Samir
Charnalia
Northern Trust Investments, Inc
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About this Advisor
Samir Charnalia is a financial advisor working out of Chicago, Illinois with 6 years of relevant experience. Charnalia is currently employed by Northern Trust Investments, Inc. During their career, the advisor has held roles at Northern Trust and Northern Trust Securities, Inc. Charnalia maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can 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, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Northern Trust Investments, Inc is a firm headquartered in Chicago, IL. The investment advisory business has offices in seven locations and a total of 726 people on staff. It has $903 billion in assets under management among its 41,219 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,645 charitable organizations. Of its 41,219 accounts, 27% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has 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 for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Northern Trust Investments, Inc can consist of some 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
Samir Charnalia Work History
Samir has been registered as a financial advisor for 6 years.*
Northern Trust
Northern Trust Securities, 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 Samir Charnalia 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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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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