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Eduardo Luis Sordo

Eduardo L. Sordo

CALAMOS WEALTH MANAGEMENT
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 4175091
Eduardo Luis Sordo

Professional summary

Eduardo Luis Sordo, CFP®, who also goes by Eddie Sordo, Eduardo L Sordo, Eduardo Sordo, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Coral Gables, Florida and CALAMOS FINANCIAL SERVICES LLC located in Naperville, Illinois.

Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Eduardo has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eddie Sordo | Eduardo L Sordo | Eduardo Sordo

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Luis Sordo'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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

September 8, 2021 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 220 Alhambra Circle 10th Floor, Coral Gables, FL 33134
RIA
CRD#: 143490
Coral Gables, FL
Current

February 8, 2022 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 2020 Calamos Court, Naperville, IL 60563-2787
BD
CRD#: 19850
NAPERVILLE, IL
Past

January 25, 2019 - August 11, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

July 13, 2018 - January 14, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

December 22, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOCA RATON, FL
Past

November 2, 2010 - January 4, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOCA RATON, FL
Past

February 20, 2009 - October 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOCA RATON, FL
Past

February 13, 2009 - October 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOCA RATON, FL
Past

April 25, 2005 - March 4, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BOCA RATON, FL
Past

April 19, 2005 - March 4, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOCA RATON, FL
Past

August 31, 2004 - April 8, 2005

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 5, 2004 - August 19, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 16, 2000 - June 14, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

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
Florida
(9/8/2021)
IAR
Illinois
(9/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/2/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/9/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/15/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/29/2019
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/14/2013
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/23/2011
General Securities Sales Supervisor - Options Module 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#: 143490Coral Gables, FL 33134

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