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KP

Kristina M. Pierce

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS
Chicago, IL 60654
Some features on this profile are disabled
CRD#: 5000740
KP

Professional summary

Kristina Meszaros Pierce, who also goes by Kristina Henrietta Meszaros, Kristina Henrietta Pierce, is a registered financial advisor currently at MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. located in Chicago, Illinois and MESIROW FINANCIAL, INC. located in Chicago, Illinois.

Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kristina has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristina Henrietta Meszaros | Kristina Henrietta Pierce

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cristo Rey Jesuit High School; High School that provides college-preparatory education; Board Member, Investment Committee Member; Responsible for fundraising for the school and advising the school on investment related activities for the school's small endowment; 2 hours/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina Meszaros Pierce's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 29, 2021 - Present

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

Office #1: 353 North Clark St, Chicago, IL 60654
RIA
CRD#: 112084
Chicago, IL
Current

February 7, 2020 - Present

MESIROW FINANCIAL, INC.

Office #1: 353 N. Clark Street, Chicago, IL 60654Office #2: 353 N. Clark Street, Chicago, IL 60654
BD
CRD#: 2764
Chicago, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. | MESIROW PRIVATE EQUITY ADVISERS INC

CRD#: 112084 / SEC#: 801-57914

RIA
Registered Investment Advisory firm - (9/11/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(10/29/2021)
IAR
Illinois
(10/29/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

MF
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. | MESIROW PRIVATE EQUITY ADVISERS INC

CRD#: 112084 / SEC#: 801-57914

RIA
Registered Investment Advisory firm - (9/11/2000 Approved)
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Contact information

Main Address
353 North Clark St, Chicago, IL 60654
Mailing Address
Phone number
(312) 595-6000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. (6/24/2025)

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 7,086,559,433

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

CRD#: 112084Chicago, IL 60654

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