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Patrick C Coffey

Mesirow Financial Investment Management, Inc.

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About Patrick C Coffey

Patrick Coffey is a financial advisor with Mesirow Financial Investment Management, Inc. Patrick has been in the industry since 2021 and has passed the Series 7TO, SIE and Series 66 exams. Patrick has prior experience with MORGAN STANLEY and CHARLES SCHWAB & CO., INC.. Patrick specializes in working with individuals, families, and businesses to develop and implement financial plans.

Firm Information

Patrick Coffey 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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Patrick Coffey’s Registration & Firm History

IL

02/21/2024 - Present

Mesirow Financial Investment Management, Inc. (CHICAGO IL)

IL

11/02/2021 - 02/09/2024

MORGAN STANLEY (Chicago IL)

IN

06/17/2021 - 10/18/2021

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 07/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick C Coffey.
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