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PHILLIP MIODOWSKI

PHILLIP MIODOWSKI

CALAMOS WEALTH MANAGEMENT LLC | Portfolio Analyst
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 6510276
PHILLIP MIODOWSKI

Professional summary

PHILLIP MIODOWSKI is a registered financial advisor currently at CALAMOS WEALTH MANAGEMENT LLC located in Chicago, Illinois.

PHILLIP is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. PHILLIP has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

Phillip began his career in wealth management in 2016 as an investment specialist at Merrill Edge. After Merrill Edge, Phillip worked at Ayco as a financial analyst. Prior to joining Mercer Advisors in September 2019, he worked as a client service associate for CIBC Private Wealth Management, helping the advisor team prepare for client meetings. Phillip was born and raised in Chicago and graduated from DePaul University in 2016 with a Bachelor’s degree in finance, and recently moved to Denver with his wife. He passed the CFA Level 1 Exam in June 2019. Phillip is a big sports fan, is fluent in Polish, and enjoys spending time outdoors with his wife, dog, and horse.
top-8-questions

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 PHILLIP MIODOWSKI'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

December 1, 2023 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 215 N. Peoria Street #1100/1200, Chicago, IL 60607
RIA
CRD#: 143490
Chicago, IL
Past

April 18, 2022 - December 1, 2023

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
DENVER, CO
Past

November 4, 2019 - December 31, 2020

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
DENVER, CO
Past

December 14, 2017 - April 5, 2018

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
DEERFIELD, IL
Past

May 9, 2016 - July 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROLLING MEADOWS, IL

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
(12/1/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/2016
General Securities Representative 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)
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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

Portfolio AnalystCRD#: 143490Chicago, IL 60607

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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