Robert Debolt (CRD# 2912563) is an Investment Advisor Representative working at Mesirow Financial Private Equity Advisors, Inc. in Chicago, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mesirow Financial, Inc. | Chicago, IL | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- IL
-
Total Assets Under Management6,732MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$448,800,101
- Performance-based fees
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL
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