Stephen
Russell
Northern Trust Investments, Inc
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About this Advisor
Stephen Russell is a financial advisor based in Chicago, Illinois, working with Northern Trust Investments, Inc. Stephen has previously held positions at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Massmutual, Mml Investors Services, Cadaret, Grant & Co., Inc, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Northern Trust Investments, Inc, and Northern Trust Securities, Inc. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Stephen is part of Northern Trust Investments, Inc, which operates out of Chicago, Illinois. The firm has 7 offices and 674 employees. The firm manages assets totaling $1.0 trillion 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Northern Trust Investments, Inc includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northern Trust Investments, Inc Brokerage Details
$1,016,556,943,580
674
41,105
$24,730,737
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
- Educational seminars/workshops
- Other
Stephen Russell Work History
Northern Trust Investments, Inc
Northern Trust Securities, Inc
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Cadaret, Grant & Co., Inc
Massmutual
Mml Investors Services
Penn Mutual Life Insurance Company
Hornor, Townsend & Kent, Inc
Disclosures
Please visit the SEC profile of Stephen Russell 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
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Chicago, IL
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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