Steven Mark Perlman
Investment adviser representative at Mesirow Financial Investment Management, Inc.
33 yearsExperience
4 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
33 years in the industry.
- Mesirow Financial Investment Management, Inc.Sep 2006 to now
- Mesirow Financial, Inc.Dec 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (AL, CA, 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
- 2371039
- Firm CRD
- 111135