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 Central Avenue, Suite 200, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
March 2006 - Present · 19 yrs 11 mos
Mesirow Financial, INC.
March 1995 - Present · 30 yrs 11 mos
Mesirow Financial, INC.Broker
March 1995 - Present · 30 yrs 11 mos
Previous Registrations
Mesirow Financial, INC.
January 1998 - December 2009 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - March 1995 · 1 yr 5 mos
State Registrations20 states
CACOCTFLIAILINKYMAMIMNNCNJNVNYOHORTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Joel Shevitz - Financial Advisor | TrueAdvisor