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EM

Emily B. Meyer

NORTHERN TRUST INVESTMENTS
East Greenwich, RI
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CRD#: 4698294
EM

Professional summary


Emily Barnwell Meyer, who also goes by Emily Barnwell Lawrence, Emily B Meyer, is a registered financial advisor currently at NORTHERN TRUST INVESTMENTS, INCORPORATED located in East Greenwich, Rhode Island and NORTHERN TRUST SECURITIES, INC. located in Chicago, Illinois.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Emily has worked at 6 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Emily Barnwell Lawrence | Emily B Meyer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Emily Barnwell Meyer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 26, 2016 - Present

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA
CRD#: 105780
East Greenwich, RI
Current

January 20, 2016 - Present

NORTHERN TRUST SECURITIES, INC.

Office #1: 181 West Madison, Chicago, IL 60675
RIA
BD
CRD#: 7927
Chicago, IL
Past

January 7, 2016 - January 29, 2016

RACE ROCK CAPITAL LLC

BD
CRD#: 153363
WINCHESTER, MA
Past

June 7, 2011 - March 1, 2013

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

July 7, 2004 - January 28, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

RIA
CRD#: 17507
SMITHFIELD, RI
Past

May 26, 2004 - May 18, 2011

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

November 3, 2003 - March 17, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CRANSTON, RI
Past

October 20, 2003 - March 17, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NT
NORTHERN TRUST INVESTMENTS, INCORPORATED
NORTHERN TRUST INVESTMENTS INC. | NTI, INC. | NORTHERN TRUST INVESTMENTS, NATIONAL ASSOCIATION. | NORTHERN TRUST INVESTMENTS, INCORPORATED

CRD#: 105780 / SEC#: 801-33358

RIA
Registered Investment Advisory firm - (11/25/1988 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/3/2016)
RR
Alaska
(2/2/2016)
RR
Arizona
(2/2/2016)
RR
Arkansas
(2/2/2016)
RR
California
(1/20/2016)
RR
Colorado
(2/3/2016)
RR
Connecticut
(1/22/2016)
RR
Delaware
(2/2/2016)
RR
District of Columbia
(2/2/2016)
RR
Florida
(2/8/2016)
RR
Georgia
(2/3/2016)
RR
Hawaii
(2/2/2016)
RR
Idaho
(1/20/2016)
RR
Illinois
(1/20/2016)
RR
Indiana
(1/21/2016)
RR
Iowa
(2/3/2016)
RR
Kansas
(2/2/2016)
RR
Kentucky
(2/1/2016)
RR
Louisiana
(2/2/2016)
RR
Maine
(1/21/2016)
RR
Maryland
(1/21/2016)
RR
Massachusetts
(1/21/2016)
RR
Michigan
(2/2/2016)
RR
Minnesota
(2/2/2016)
RR
Mississippi
(2/2/2016)
RR
Missouri
(1/20/2016)
RR
Montana
(2/2/2016)
RR
Nebraska
(2/22/2016)
RR
Nevada
(2/2/2016)
RR
New Hampshire
(1/20/2016)
RR
New Jersey
(2/12/2016)
RR
New Mexico
(2/4/2016)
RR
New York
(2/2/2016)
RR
North Carolina
(1/20/2016)
RR
North Dakota
(1/27/2016)
RR
Ohio
(1/20/2016)
RR
Oklahoma
(1/20/2016)
RR
Oregon
(1/20/2016)
RR
Pennsylvania
(1/21/2016)
RR
Puerto Rico
(1/21/2016)
RR
Rhode Island
(1/20/2016)
IAR
Rhode Island
(4/26/2016)
RR
South Carolina
(1/21/2016)
RR
South Dakota
(2/2/2016)
RR
Tennessee
(2/2/2016)
RR
Texas
(2/1/2016)
RR
Utah
(1/20/2016)
RR
Vermont
(2/2/2016)
RR
Virgin Islands
(2/2/2016)
RR
Virginia
(1/20/2016)
RR
Washington
(2/9/2016)
RR
West Virginia
(2/2/2016)
RR
Wisconsin
(1/23/2016)
RR
Wyoming
(1/20/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/4/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NT
NORTHERN TRUST INVESTMENTS, INCORPORATED
NORTHERN TRUST INVESTMENTS INC. | NTI, INC. | NORTHERN TRUST INVESTMENTS, NATIONAL ASSOCIATION. | NORTHERN TRUST INVESTMENTS, INCORPORATED

CRD#: 105780 / SEC#: 801-33358

RIA
Registered Investment Advisory firm - (11/25/1988 Approved)
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Contact information


Main Address
50 S Lasalle Street, Chicago, IL 60603-1008
Mailing Address
Phone number
(312) 630-6000
Established
Firm type
Fiscal year end
# of Employees
674

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHERN TRUST INVESTMENTS, INC. FORM ADV PART 2A BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts41,475
AUM (Assets Under Management)$ 1,114,770,223,733

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
09/27/2024
08/24/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHERN TRUST INVESTMENTS, INCORPORATED

CRD#: 105780East Greenwich, RI

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