AC
Alexander J. Calamos
CALAMOS WEALTH MANAGEMENT LLC
NEW YORK, NY 10020
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CRD#: 5793760
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Professional summary
Alexander John Calamos, who also goes by Alex Calamos, is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in New York, New York.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alexander has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Calamos
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.
Leekamos LLC - 9115 Encilia Trail Morongo Valley, CA 92256. Rental property owner and this is not investment-related. My duties include general home maintenance, screening potential tenants and other related property tasks. I have been associated with Leekamos LLC since March 2019. I anticipate spending 1 hours a month on this activity and zero hours during trading hours. I am compensated for this activity. Typical Projects LLC - 9115 Encilia Trail, Morongo Valley, CA 92256. CEO of Real Estate Research company and this is investment related. My duties include market research, consulting with realtors/inspectors, planning for remodeling and organizing rental management of properties. I have been associated with Typical Projects LLC since 02/2020. I plan to spend 3 hours a month on this activity and zero hours during trading hours. I am compensated for this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander John Calamos's 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®
NoneExperience
Current
March 4, 2021 - Present
CALAMOS WEALTH MANAGEMENT LLC
Office #1: 50 Rockefeller Plaza 11th Floor, Suite 1101, New York, NY 10020RIA
CRD#: 143490
NEW YORK, 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(3/4/2021)
IAR
New York(2/5/2025)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 3,434 |
| AUM (Assets Under Management) | $ 4,090,678,284 |
Red Flags
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