linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sumit Lalit Desai

Mesirow Financial Investment Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sumit? Claim Your Profile

About Sumit Lalit Desai

Sumit Lalit Desai is an investment advisor representative at Mesirow Financial Investment Management, Inc. in Chicago, Illinois. Sumit has been in the industry since April 24, 2017. Sumit has experience at both Mesirow Financial, Inc. and Morgan Stanley. Sumit Desai is licensed with FINRA and Series 66. Sumit Lalit Desai specializes in portfolio management for individuals, businesses, and investment companies. Sumit is also experienced in pension consulting, financial planning, and selection of other advisors.

Firm Information

Sumit Desai 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sumit Desai’s Registration & Firm History

IL

01/30/2018 - Present

Mesirow Financial Investment Management, Inc. (CHICAGO IL)

IL

05/30/2013 - 10/11/2013

MORGAN STANLEY (CHICAGO IL)

Not sure if Sumit Lalit Desai is right for you?

Licenses & Designations

BOTH

Issued 06/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2013

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 Sumit Lalit Desai.
Not sure if Sumit Lalit Desai is right for you?