Evan H. Kanarek

CALAMOS WEALTH MANAGEMENT LLC

New York, NY 10020

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CRD#: 4683424

Professional summary

Evan Howard Kanarek, who also goes by Evan H Kanarek, Evan Howard Kanarek, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in New York, New York and CALAMOS FINANCIAL SERVICES LLC located in New York, New York.

Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Evan has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan H Kanarek | Evan Howard Kanarek

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.

1.) NorthCoast Asset Management; Greenwich, CT: Investment related; Started 08/21/2019; Independent Registered Investment Advisor; Senior Client Advisor; Senior Client Advisor for an independent RIA working with HNW clients with regards to investment management and financial planning services; 40 hours per month with 2 hours during securities trading hours. 2.) K&M Architectural Window Products; Brentwood, NY; not investment related; started 05/01/2018; Windows and Doors; Board of Directors for Family Owned Window and Door Manufacturing Company; 1 hour per month with 1 hour during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Howard Kanarek'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

June 30, 2023 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 50 Rockerfeller Plaza #1600, New York, NY 10020

RIA

CRD#: 143490

New York, NY

Current

July 4, 2023 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 50 Rockefeller Plaza Suite 1200/1600, New York, NY 10020

CRD#: 19850

New York, NY

Past

November 18, 2021 - June 27, 2023

CONNECTUS WEALTH

RIA

CRD#: 310912

Greenwich, CT

Past

October 7, 2019 - September 1, 2021

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Greenwich, CT

Past

August 28, 2019 - November 8, 2021

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 109582

GREENWICH, CT

Past

July 11, 2016 - August 16, 2019

M&T SECURITIES, INC.

CRD#: 17358

NEW YORK, NY

Past

June 6, 2013 - May 9, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

PHILADELPHIA, PA

Past

September 6, 2011 - May 21, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

WEST CONSHOHOCKEN, PA

Past

August 23, 2011 - May 21, 2013

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

WEST CONSHOHOCKEN, PA

Past

July 27, 2007 - December 20, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

April 2, 2007 - December 20, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

November 30, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

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.

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

Illinois
(7/7/2023)

IAR

Illinois
(7/7/2023)

IAR

New York
(6/30/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/26/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2011

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/31/2007

Futures Managed Funds Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (52 States and Territories)

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 Accounts	3,434
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.

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Advisor Monitoring

Firm Stability Insights

Evan H. Kanarek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Howard Kanarek's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALAMOS FINANCIAL SERVICES LLC

CONNECTUS WEALTH

QUASAR DISTRIBUTORS, LLC

NORTHCOAST ASSET MANAGEMENT LLC

M&T SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CALAMOS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2011

Series 63

Date: 1/26/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2011

Series 31

Date: 8/31/2007

FINRA

Current Firm

CALAMOS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALAMOS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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