TrueAdvisor
TrueAdvisor
AC
CFP
AC
CFP

Ashley Elizabeth Crotwell

Mesirow Financial Investment Management, INC.
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Real Estate Investing
Mesirow Financial Investment Management, INC.
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

Location

Stuart, FL

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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.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Sequoia Financial Group, L.L.C.
June 2023 - January 2025 · 1 yr 7 mos
Triad Financial Advisors, INC.
March 2020 - June 2023 · 3 yrs 3 mos
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.