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Ryan Lachmansingh

Advisor at Northern Trust Securities, Inc.

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Northern Trust Securities, Inc. logo

Firm

Northern Trust Securities, Inc.

Location

Jupiter, FL

Credentials

Series 63, Series 66

Industry experience

22 years

About

Ryan Lachmansingh is a financial advisor with Northern Trust Securities, Inc. in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Northern Trust Securities since 2015. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and various institutional clients. The firm employs model-driven strategies combining proprietary and third-party funds, supported by governance reviews and platform technology to implement and rebalance portfolios.

Client services

Based on Northern Trust Securities, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Northern Trust Securities, Inc.

Passive / index investing Active portfolio management ESG / Sustainable investing Tax-loss harvesting

Occupation focus

Based on Northern Trust Securities, Inc.

Founder/Business Owner Executive

Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.85% $5,000,000+: 0.75%

Other

Account minimum: $20,000 Minimum fee: Ranges from $250 to $1,500 minimum annual fees depending on program

Location

Jupiter, FL

Most active in

Florida

Work history

Northern Trust Securities, Inc.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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