Kristina
Pierce

Mesirow Financial Private Equity Advisors, Inc

CRD#5000740
Investment Advisor
in Chicago, IL

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About this Advisor

Kristina Pierce is a chartered financial analyst operating in Chicago, Illinois with a total of 2 years of relevant experience. Pierce is an employee of Mesirow Financial Private Equity Advisors, Inc. They have spent the entirety of their time as a financial advisor at Mesirow Financial Private Equity Advisors, Inc. Pierce maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Mesirow Financial Private Equity Advisors, Inc is an advisory firm headquartered in Chicago, IL. It handles $7 billion in assets between its 15 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Mesirow Financial Private Equity Advisors, Inc provides a set of services, including portfolio management for institutional clients and other services. Fees for financial advisory services usually are based on the type of financial services offered. Fees billed by Mesirow Financial Private Equity Advisors, Inc likely include performance-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Performance-based Fees, Others

Office Location

353 North Clark St
Chicago, IL 60654

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Mesirow Financial Private Equity Advisors, Inc Brokerage Details

Total Assets Under Management

$6,903,055,957

IL Average: $6,674,516,078
Total Number of Employees

18

IL Average: 44
Total Number of Accounts

15

IL Average: 2,564
Average Account Size

$460,203,730

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Kristina Pierce Work History

Kristina has been registered as a financial advisor for 2 years.*

2007 - Present (17 years)

Mesirow Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristina Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mesirow Financial Private Equity Advisors, Inc

Bradley Karelitz
Chicago, IL
Ryan Fedronich
Chicago, IL
Kristina Pierce
Chicago, IL
Courtney Haynes
Chicago, IL
Robert Debolt
Chicago, IL
Marc Sacks
Chicago, IL
Thomas Galuhn
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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