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Adam Justin Saltzman

Northern Trust Securities, Inc.

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About Adam Justin Saltzman

Adam Saltzman is a financial advisor with Northern Trust Securities, Inc.. Adam has been in the financial industry for 20 years and is registered to offer investment advice in 51 states. He is a Certified Financial Planner and has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Adam is dedicated to providing his clients with personalized financial advice and guidance. His clients include high net worth individuals, businesses, and charitable organizations. He specializes in portfolio management, financial planning, and investment advice. Adam previously worked at VISION INVESTMENT SERVICES, INC. and SCUDDER DISTRIBUTORS, INC.

Firm Information

Adam Saltzman is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Saltzman’s Registration & Firm History

IL

01/27/2015 - Present

Northern Trust Securities, Inc. (WINNETKA IL)

IL

04/08/2009 - 09/30/2011

VISION INVESTMENT SERVICES, INC. (CHICAGO IL)

IL

03/11/2002 - 08/09/2002

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NE

09/12/2000 - 08/15/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 09/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adam Justin Saltzman. Review regulatory record here.
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