BK
BK

Bradley Scott Karelitz

13 Years of Experience
Broker
Areas of Practice
Alternative Investments
Compensation
N/A
Firm Size
6 advisors
Number of Clients
14 clients
Average Client Portfolio
$455.4M average
Assets Under Management
$6.4B
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Location

353 North Clark St, Chicago, IL, 60654

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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, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Mesirow Financial Private Equity Advisors, INC.
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
May 2010 - October 2017 · 7 yrs 5 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - October 2017 · 7 yrs 5 mos
Columbia Management Advisors, LLC
October 2008 - May 2010 · 1 yr 7 mos
Columbia Management Distributors, INC.Broker
September 2008 - May 2010 · 1 yr 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Scott Karelitz - Financial Advisor | TrueAdvisor