AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ML

Matthew B. Lorner

CALAMOS WEALTH MANAGEMENT
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 5288922
ML
Matthew Brent LornerCALAMOS WEALTH MANAGEMENT

Professional summary

Matthew Brent Lorner is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in New York, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

None

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 Matthew Brent Lorner'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

July 10, 2026 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 50 Rockefeller Plaza 11th Floor, Suite 1101, New York, NY 10020
RIA
CRD#: 143490
NEW YORK, NY
Past

May 8, 2025 - July 7, 2026

ADVISORS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 112266
Bayville, NY
Past

January 10, 2024 - May 1, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
Bayville, NY
Past

July 13, 2023 - January 9, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
MELVILLE, NY
Past

July 13, 2023 - January 9, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
MELVILLE, NY
Past

March 16, 2023 - July 12, 2023

MORGAN STANLEY

BD
CRD#: 149777
Garden City, NY
Past

March 7, 2016 - July 12, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Garden City, NY
Past

February 29, 2016 - July 12, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Garden City, NY
Past

July 24, 2013 - February 22, 2016

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FARMINGDALE, NY
Past

July 11, 2013 - February 22, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FARMINGDALE, NY
Past

June 5, 2012 - July 15, 2013

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
GLEN HEAD, NY
Past

June 5, 2012 - July 15, 2013

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GLEN HEAD, NY
Past

October 29, 2008 - June 5, 2012

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

October 29, 2008 - June 5, 2012

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MASSAPEQUA PARK, NY
Past

February 28, 2008 - October 28, 2008

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
COPIAGUE, NY
Past

December 18, 2007 - October 28, 2008

WAMU INVESTMENTS, INC.

BD
CRD#: 599
COPIAGUE, 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".
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
(7/14/2026)
IAR
New York
(7/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/22/2021
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/2/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2020
General Securities Principal Examination

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)
Loading...

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)

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#: 143490New York, NY 10020

TRUST BUT VERIFY

Monitor Matthew Lorner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Nicholas Wayne Rygiel
Nicholas RygielAdvisorCheck Check Mark
PROTOCOL WEALTH, LLC
IAR
RR
Havertown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.