Zachary Lynwood Wagner
Investment adviser representative at Northern Trust Securities, Inc
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
11 yearsFirm in business
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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
11 years in the industry.
- Northern Trust Securities, Inc.Jan 2025 to now
- Morgan Stanley Private Bank, N.ANov 2022 to Dec 2024
- Morgan StanleyJun 2021 to Dec 2024
- Ojm GroupOct 2019 to May 2021
- Clear Vision CommunicationsMay 2019 to Aug 2019
- Skeeter Treaters LLCMay 2018 to Aug 2018
- White Box PizzeriaMay 2017 to Aug 2017
- Buckeye Super WashAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7362706
- Firm CRD
- 7927