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Grace Lowe Russak

Northern Trust Securities, Inc.

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About Grace Lowe Russak

Grace Lowe Russak is a financial advisor with Northern Trust Securities, Inc. Grace has been in the industry since December 2021 and is registered with FINRA as a Registered Representative. Grace also holds the Series 7TO and Series 63 licenses and the Securities Industry Essentials Examination (SIE). Grace is located in Pasadena, California. Northern Trust Securities, Inc. is a well-established firm with a focus on providing financial advice and portfolio management services to a diverse range of clients. Their client types include high net worth individuals, corporations and businesses, individuals other than high net worth, partnerships, and charitable organizations. The firm manages approximately $1 billion in assets and employs over 70 investment advisor representatives and registered representatives.

Firm Information

Grace Russak 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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Grace Russak’s Registration & Firm History

CA

12/14/2021 - Present

Northern Trust Securities, Inc. (Pasadena CA)

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Licenses & Designations

BC

Issued 12/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grace Lowe Russak.
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