AG
AG

Adam Scott Goldman

39 Years of Experience
1 DisclosureBroker
Areas of Practice
Real Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
87 advisors
Number of Clients
13,111 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$45.2B
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Location

610 Cenral Avenue, Suite 200, Highland Park, IL, 60035-3255

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1997
Settled
Other Business Activities

Adam is the president of The James M. Gartenberg Memorial Scholarship Fund, dedicating about 10-20% of his time to fundraising. He also serves on the board of several organizations, including a synagogue, Roger Williams University, a high school, and a country club, dedicating minimal time to each.

Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
December 2006 - Present · 19 yrs 2 mos
Mesirow Financial, INC.
October 2000 - Present · 25 yrs 4 mos
Mesirow Financial, INC.Broker
October 2000 - Present · 25 yrs 4 mos
Previous Registrations
Mesirow Financial, INC.
March 2001 - December 2009 · 8 yrs 9 mos
National Securities CorporationBroker
September 1996 - August 2000 · 3 yrs 11 mos
Bear, Stearns & CO. INC.Broker
July 1995 - September 1996 · 1 yr 2 mos
Oppenheimer & CO., INC.Broker
July 1989 - July 1995 · 6 yrs
Bear, Stearns & CO. INC.Broker
May 1986 - July 1989 · 3 yrs 2 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Scott Goldman - Financial Advisor | TrueAdvisor