Northern Trust Investments, Inc
About this Advisor
Elizabeth Longo is a financial advisor based in Grand Rapids, Michigan, who has been in the industry for 11 years. Longo is currently employed by Northern Trust Investments, Inc. Throughout their career, Longo has worked at Wells Fargo Advisors, LLC, Attwood Corporation, The Right Place, San Juan Diego Academy, Aquinas College, Northern Trust Bank and Northern Trust Securities, Inc. Longo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Northern Trust Investments, Inc is an advisory company based in Grand Rapids, Michigan. The investment advisory business has offices in eight locations and a total of 550 people on staff. It controls $1 trillion in assets between its 41,517 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 1,614 charitable organizations. Of its 41,517 customer accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets. Northern Trust Investments, Inc provides a diverse range 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. A financial advisor's fees depend on the financial services offered. Fees charged by Northern Trust Investments, Inc most likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northern Trust Investments, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Elizabeth Longo Work History
Elizabeth has 11 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Wells Fargo Advisors, LLC
The Right Place
San Juan Diego Academy
Elizabeth Longo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
East Greenwich, RI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.