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Kathryn Ann Calcagno

Northern Trust Securities, Inc.

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About Kathryn Ann Calcagno

Kathryn Ann Calcagno is a registered representative with Northern Trust Securities, Inc. and has been in the industry since 2007. Kathryn has been a registered representative at Northern Trust Securities, Inc. since 2023. Prior to that, Kathryn was a registered representative at FIRST REPUBLIC SECURITIES COMPANY, LLC from 2012 to 2023 and WELLS FARGO INVESTMENTS, LLC from 2007 to 2011. Kathryn has earned the Series 66, Series 7 and SIE licenses and has been registered to sell securities in Oregon. Kathryn specializes in providing investment advice to high-net-worth individuals, corporations and other businesses, charitable organizations, and partnerships.

Firm Information

Kathryn Calcagno 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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Kathryn Calcagno’s Registration & Firm History

OR

07/05/2023 - Present

Northern Trust Securities, Inc. (Portland OR)

OR

04/19/2012 - 06/08/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (PORTLAND OR)

OR

01/24/2007 - 01/07/2011

WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 08/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Ann Calcagno.
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