Taylor Cowdrey, financial advisor Chicago IL

Taylor Cowdrey

CRD Number: 5545753
Current Firm: Northern Trust Investments, Incorporated

Taylor Cowdrey (CRD# 5545753) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Chicago, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Trust Securities, Inc. Chicago, IL May 2021 - Current 2
Northern Trust Bank Chicago, IL Feb 2020 - Current 4
Nuveen Investments Chicago, IL Aug 2015 - Mar 2020 4
Invesco Advisers, Inc. Houston, TX Sep 2011 - Jul 2015 3
Invesco Distributors, Inc. Houston, TX Sep 2010 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Taylor R. Cowdrey
Phone Number: 312-630-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    902,657
    MILLIONS
  • Total Number of Accounts
    41,219
    ACCOUNTS
  • Average Account Value
    $21,899,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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