Steven SwierczewskiCRD Number: 3089595
Current Firm: Mesirow Advanced Strategies Inc.
Steven Swierczewski (CRD# 3089595) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 17 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Mesirow Financial, Inc.||Chicago, IL||Aug 2012 - Current||5|
|Jpmorgan Investment Management Inc.||Chicago, IL||Jan 2011 - Aug 2012||1|
|J.p. Morgan Institutional Investments Inc.||Chicago, IL||Jan 2011 - Aug 2012||1|
|J.p. Morgan Distribution Services, Inc.||Chicago, IL||Nov 2010 - Jan 2011||< 1|
|Calamos Financial Services LLC||Naperville, IL||Aug 2002 - Nov 2010||8|
|Calamos Asset Management Inc.||Naperville, IL||Aug 2002 - Nov 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management20,666MILLIONS
Total Number of Accounts46ACCOUNTS
Average Account Value$449,260,539
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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