Elizabeth
Longo
Northern Trust Investments, Inc
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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
Services Offered
Fee Structure
Disclosures
Office Location
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Northern Trust Investments, Inc Brokerage Details
$1,183,120,392,585
550
41,517
$28,497,252
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
- Other
Elizabeth Longo Work History
Elizabeth has 11 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Wells Fargo Advisors, LLC
Attwood Corporation
The Right Place
San Juan Diego Academy
Aquinas College
Disclosures
Elizabeth Longo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
Chicago, IL
Chicago, IL
East Greenwich, RI
Tempe, AZ
Grand Rapids, MI
Tempe, AZ
Chicago, IL
Chicago, IL
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 profile-compliance@smartasset.com.
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