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Philip Tedeschi

Northern Trust Securities, Inc.

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About Philip Tedeschi

Philip Tedeschi is a financial professional with over 10 years of experience in the industry. Philip has a strong background in securities and investments, holding both Series 7 and Series 63 licenses. Philip is currently registered with Northern Trust Securities, Inc. and is based in Boston, MA. Prior to joining Northern Trust, Philip was employed with BNY Mellon Securities Corporation also in Boston. Philip has experience working with a diverse range of clients including high net worth individuals, corporations, charitable organizations and partnerships. Philip specializes in portfolio management for businesses, individuals and pooled investment vehicles.

Firm Information

Philip Tedeschi 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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Philip Tedeschi’s Registration & Firm History

MA

01/29/2021 - Present

Northern Trust Securities, Inc. (BOSTON MA)

MA

12/21/2011 - 10/28/2020

BNY MELLON SECURITIES CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 04/04/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Tedeschi.
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