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Ryan Lachmansingh

22 Years of Experience
Jupiter, FL
1 DisclosureBroker

Ryan Lachmansingh is a registered investment advisor at Northern Trust Securities, INC, based in Jupiter, FL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,283 clients with $1.3B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
2,283 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.85%
$5M+0.75%

These fees apply to Fund Strategist Portfolio, Strategist UMA, Equity and Balanced SMA strategies. Manager fees are included in the total account fee and are subject to change without notice. Optional Tax and/or Overlay Services are assessed a fee on all assets in addition to the account asset management fee. Accounts employing both Tax Overlay Services and Impact Overlay Services will be charged only one overlay service fee. Overlay Service Fees: First $10Mil 0.10%, $10Mil - $25Mil 0.08%, Assets over $25Mil 0.05%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Jupiter, FL

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History

Regulatory History (1)
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Customer Dispute
February 2008
Denied
Employment History
Current Registrations
Northern Trust Securities, INC
July 2015 - Present · 10 yrs 10 mos
Northern Trust Securities, INC.
July 2015 - Present · 10 yrs 10 mos
Northern Trust Securities, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Amerivest Investment Management, LLC
May 2009 - October 2014 · 5 yrs 5 mos
TD Ameritrade, INC.
May 2009 - October 2014 · 5 yrs 5 mos
TD Ameritrade, INC.Broker
April 2009 - October 2014 · 5 yrs 6 mos
Charles Schwab & CO., INC.
January 2006 - October 2008 · 2 yrs 9 mos
Charles Schwab & CO., INC.
September 2002 - December 2005 · 3 yrs 3 mos
Charles Schwab & CO., INC.Broker
September 2002 - October 2008 · 6 yrs 1 mo
Pruco Securities CorporationBroker
March 2002 - September 2002 · 6 mos
Prime Charter LTD.Broker
October 2001 - October 2001 · 0 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMTNCNDNENHNJNYOHORPASCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.