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Robert Francis Bush Jr

CRD# 2104518·Registered 1990 - 2024
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Francis Bush JR, who also goes by Robert F Bush Jr, Robert Bush, Robert Francis Bush Jr Jr, Robert F Bush Jr. Jr, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1990 - 2024. Robert had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert F Bush Jr, Robert Bush, Robert Francis Bush Jr Jr, Robert F Bush Jr. Jr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

CALAMOS ADVISORS LLC·CRD# 105758
RIA
New York, NY
February 17, 2012 - April 26, 2024
CALAMOS FINANCIAL SERVICES LLC·CRD# 19850
BD
New York, NY
February 6, 2012 - April 26, 2024
MORGAN STANLEY·CRD# 149777
RIA
Kalispell, MT
June 1, 2009 - October 16, 2015
MORGAN STANLEY·CRD# 149777
BD
Kalispell, MT
June 1, 2009 - January 27, 2012
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Kalispell, MT
February 20, 2008 - June 1, 2009
SALOMON BROTHERS INC.·CRD# 740
BD
New York, NY
November 28, 1997 - September 1, 1998
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Kalispell, MT
November 23, 1990 - June 1, 2009

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Current Firm

CA
CALAMOS ADVISORS LLC

CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688
RIA
Registered Investment Advisory firm - SEC (5/29/1987 Approved)

Contact Information

Main Address

2020 Calamos Court, Naperville, IL 60563-2787

Phone Number

(630) 245-7200

# of Employees

300

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,957

AUM (Assets Under Management)

$43,888,328,733

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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.

The advisor shows no other business activity.

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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".
CA
CALAMOS ADVISORS LLC

CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688
RIA
Registered Investment Advisory firm - SEC (5/29/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Dec 2009About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Nov 1990About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2005About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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