Matthew Richard Kline
Investment adviser representative at Northern Trust Securities, Inc
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Northern Trust Securities, Inc.Jul 2024 to now
- Northern Trust BankJul 2024 to now
- Tcbi SecuritiesDec 2022 to Jul 2024
- Texas Capital BankMay 2022 to Jul 2024
- Texas Capital Bank Private Wealth AdvisorsMay 2022 to Jul 2024
- Bank of America NAFeb 2016 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to May 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Northern Trust Securities, Inc
Legal name: Northern Trust Securities, Inc.
$1.7BAssets managed
2,053Clients
100Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6626858
- Firm CRD
- 7927