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David Scott Israel

Mesirow Financial Investment Management, Inc.

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About David Scott Israel

David Scott Israel is a financial advisor at Mesirow Financial Investment Management, Inc.. David has been in the financial services industry since February 25, 2000 and is currently registered with FINRA and several states including California, Illinois and Texas. David's primary focus is on providing financial planning and portfolio management services to a diverse range of clients, including individuals, high-net-worth individuals, corporations, businesses, and institutional investors.

Firm Information

David Israel is currently registered with Mesirow Financial Investment Management, Inc.. Mesirow Financial Investment Management, Inc. is an investment advisor headquartered in Chicago, Illinois, with over 99 investment adviser representatives and approximately $45 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal government entities.
Mesirow Financial Investment Management, Inc.

353 N. CLARK ST

CHICAGO, IL 60654

$45.17B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Israel’s Registration & Firm History

IL

01/03/2013 - Present

Mesirow Financial Investment Management, Inc. (HIGHLAND PARK IL)

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Licenses & Designations

IA

Issued 07/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Scott Israel.
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