Kevin
Kaylakie

Northern Trust Securities, Inc

CRD#5154435
Investment Advisor
in Austin, TX
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About this Advisor

Kevin Kaylakie is a certified financial planner operating out of Austin, Texas, who has been in the industry for 10 years. Kaylakie is on the advisory team at Northern Trust Securities, Inc. Kaylakie has gained experience at Merrill Lynch, Bank Of America, Na, Durbin Bennett Peterson Private Wealth Management, Llp, Durbin Bennett Peterson Private Wealth Management, LLC, Northern Trust Securities Inc, Durbin Bennett Private Wealth Management, LLC and Northern Trust Bank. Kaylakie maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to work in Texas. Northern Trust Securities, Inc is a registered investment company headquartered in Austin, Texas. The company has offices in 18 locations and a total of 81 financial advisors. It has $396 million in assets under management across its 1,092 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,092 customer accounts, 58% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Northern Trust Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

98 San Jacinto Blvd
Austin, TX 78701

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$381,492,289

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

88

TX Average: 44
Total Number of Accounts

1,146

TX Average: 2,564
Average Account Size

$332,890

TX Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kevin Kaylakie Work History

Kevin has 10 years of experience.

2014 - Present (5 years)

Northern Trust Securities Inc

2014 - Present (5 years)

Northern Trust Bank

2014 - 2014 (< 1 year)

Durbin Bennett Private Wealth Management, LLC

2013 - 2014 (1 year)

Durbin Bennett Peterson Private Wealth Management, LLC

2011 - 2013 (2 years)

Durbin Bennett Peterson Private Wealth Management, Llp

2009 - 2011 (2 years)

Bank Of America, Na

2008 - 2011 (3 years)

Merrill Lynch

Disclosures

Kevin Kaylakie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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