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Steven Nathan Mesirow

Investment adviser representative at Mesirow Financial Investment Management, Inc.
35 yearsExperience
2 statesRegistered in
$50.4BFirm assets
40 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

35 years in the industry.

  1. Mesirow Financial Investment Management, Inc.Mar 2006 to now
  2. Mesirow Investment Services Inc.Sep 1992 to now
  3. Mesirow Financial, Inc.Dec 1991 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Mesirow Financial Investment Management, Inc.

$50.4BAssets managed
90,291Clients
88Advisers
40 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
2332789
Firm CRD
111135
Advisor's SEC record (opens in a new tab)
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