Thomas
Nussbaum

Northern Trust Investments, Inc

CRD#1205022
Investment Advisor
in Bridgewater, MA

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About this Advisor

Thomas Nussbaum is a financial advisor based out of Bridgewater, Massachusetts, with a total of 11 years in the industry. Nussbaum is currently employed by Northern Trust Investments, Inc. Throughout their career, they have worked at Forward Managment, Northern Trust Securities, Inc and Northern Trust Bank. Nussbaum has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors 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 registered investment company based in Bridgewater, Massachusetts. The investment advisory business has offices in nine locations and a total of 603 advisors. It controls $873 billion in assets among its 35,635 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 352 charitable organizations. Of its 35,635 customer accounts, 74% belong to high-net-worth investors who have more 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. A financial advisor's fee schedules are based on which services the firm provides the client. Fees billed by Northern Trust Investments, Inc can include any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

70 Robin Road
Bridgewater, MA 02324

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$872,910,314,937

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

603

MA Average: 44
Total Number of Accounts

35,635

MA Average: 2,564
Average Account Size

$24,495,870

MA Average: $2,603,165

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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

Thomas Nussbaum Work History

Thomas has 11 years of experience.

2016 - Present (4 years)

Northern Trust Securities, Inc

2016 - Present (4 years)

Northern Trust Bank

2009 - 2016 (7 years)

Forward Managment

Disclosures

Thomas Nussbaum has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Michael Burdeen
Chicago, IL
Erik Spano
Tempe, AZ
Jessica Mclaughlin
Chicago, IL
Hunter Knapp
Chicago, IL
Paul Kubasiak
Chicago, IL
William Thomas
Chicago, IL
John Faron
Stamford, CT
James Thompson
Tempe, AZ

This content was compiled from the SEC and FINRA.

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