Taylor R. Cowdrey

CALAMOS ADVISORS

Chicago, IL 60607

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CRD#: 5545753

Professional summary

Taylor Renee Cowdrey is a registered financial advisor currently at CALAMOS ADVISORS LLC located in Chicago, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Chicago, Illinois.

Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Taylor has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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 Taylor Renee Cowdrey'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

March 26, 2026 - Present

CALAMOS ADVISORS LLC

Office #1: 215 N. Peoria St. #1100, Chicago, IL 60607

RIA

CRD#: 105758

Chicago, IL

Current

March 25, 2026 - Present

CALAMOS FINANCIAL SERVICES LLC

Office #1: 215 North Peoria Street #600/1100/1200, Chicago, IL 60607

CRD#: 19850

Chicago, IL

Past

June 8, 2021 - May 1, 2025

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA

CRD#: 105780

Chicago, IL

Past

May 19, 2021 - May 1, 2025

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

Past

August 21, 2015 - March 26, 2020

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

August 21, 2015 - March 26, 2020

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

September 14, 2011 - July 27, 2015

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

September 27, 2010 - July 27, 2015

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

DOWNERS GROVE, IL

Past

October 26, 2009 - September 13, 2010

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

DOWNERS GROVE, IL

Past

June 1, 2009 - October 30, 2009

MORGAN STANLEY

CRD#: 149777

EAST LANSING, MI

Past

February 25, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

EAST LANSING, MI

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 ADVISORS LLC

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

CRD#: 105758 / SEC#: 801-29688

RIA

Registered Investment Advisory firm - (5/29/1987 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
(3/25/2026)

IAR

Illinois
(3/26/2026)

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 65

Date: 9/12/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/10/2009

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: 7/27/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/24/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CALAMOS ADVISORS LLC

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

CRD#: 105758 / SEC#: 801-29688

RIA

Registered Investment Advisory firm - (5/29/1987 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

257

SEC notice filing (51 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	1,662
AUM (Assets Under Management)	$ 38,184,222,669

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

Taylor R. Cowdrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Renee Cowdrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALAMOS ADVISORS LLC

CALAMOS FINANCIAL SERVICES LLC

NORTHERN TRUST INVESTMENTS, INCORPORATED

NORTHERN TRUST SECURITIES, INC.

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN SECURITIES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

CALAMOS ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2011

Series 63

Date: 4/10/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2009

Series 6

Date: 2/24/2009

FINRA

Current Firm

CALAMOS ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALAMOS ADVISORS LLC

TRUST BUT VERIFY

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