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PK

Paris Karasso

CALAMOS WEALTH MANAGEMENT LLC
NAPERVILLE, IL 60563-2787
Some features on this profile are disabled
CRD#: 2571783
PK

Professional summary

Paris Karasso, who also goes by Paris Karasso, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Naperville, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Naperville, Illinois.

Paris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Paris has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paris Karasso

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.
American University of Greece Foundation - 31 State St STE 4, Boston, MA 02109. American University of Greece Foundation Member of the Board of Directors. The Board examines strategic issues of the University, including the management of its assets and endowment. As a board member my duties will include to provide an independent view and top-level oversight of the Foundation's investments. I anticipate spending 8 hours per month on this activity, and zero hours per month during trading hours. I am not compensated for this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paris Karasso's CRS (Customer Relationship Summary).
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

August 13, 2020 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 2020 Calamos Court, Naperville, IL 60563-2787
RIA
CRD#: 143490
NAPERVILLE, IL
Current

January 26, 2021 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 2020 Calamos Court, Naperville, IL 60563
BD
CRD#: 19850
NAPERVILLE, IL
Past

August 26, 2019 - August 4, 2020

CALAMOS WEALTH MANAGEMENT LLC

RIA
CRD#: 143490
NAPERVILLE, IL
Past

July 21, 2000 - November 7, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 30, 1999 - July 12, 2000

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 17, 1996 - February 22, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

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".
CW
CALAMOS WEALTH MANAGEMENT LLC
CALAMOS WEALTH MANAGEMENT LLC

CRD#: 143490 / SEC#: 801-67787

RIA
Registered Investment Advisory firm - (4/25/2007 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(8/13/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/25/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CALAMOS WEALTH MANAGEMENT LLC
CALAMOS WEALTH MANAGEMENT LLC

CRD#: 143490 / SEC#: 801-67787

RIA
Registered Investment Advisory firm - (4/25/2007 Approved)
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Contact information

Main Address
2020 Calamos Court, Naperville, IL 60563-2787
Mailing Address
Phone number
(630) 245-7200
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,434
AUM (Assets Under Management)$ 4,090,678,284

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

CALAMOS WEALTH MANAGEMENT LLC

CRD#: 143490Naperville, IL 60563-2787

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