MW
Micah C. Welton
CALAMOS ADVISORS LLC
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 7481998
MW
Professional summary
Micah Cameron Welton, who also goes by Micah Cameron Welton, is a registered financial advisor currently at CALAMOS ADVISORS LLC located in Chicago, Illinois and CALAMOS FINANCIAL SERVICES LLC located in Chicago, Illinois.
Micah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Micah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Micah Cameron Welton
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.
Illinois National Guard - 2416 S Falcon Blvd, Peoria, IL 61607. Not investment related. Illinois National Guard provides a ready and relevant force to respond to any accident or incident that should arise, state or federal. In my position as AFSC 1N0X1 All Source Intelligence Analyst my duties include discovering, developing, evaluating and providing intelligence information to advise commanders on force protection and intelligence information for U.S. and partner nations. I have been associated with the Illinois National Guard since 12/2023 and devote approximately 16 hours per month and zero during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Micah Cameron Welton'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
May 8, 2024 - Present
CALAMOS ADVISORS LLC
Office #1: 215 N. Peoria St. #600, Chicago, IL 60607RIA
CRD#: 105758
Chicago, IL
Current
May 8, 2024 - Present
CALAMOS FINANCIAL SERVICES LLC
Office #1: 215 North Peoria Street #600/1100/1200, Chicago, IL 60607BD
CRD#: 19850
Chicago, IL
Past
November 22, 2022 - May 15, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DEER PARK, 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".
CA
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.RR
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
RR
Alabama(6/11/2024)
RR
Arkansas(6/11/2024)
RR
Connecticut(6/11/2024)
RR
Delaware(6/11/2024)
RR
District of Columbia(6/11/2024)
RR
Florida(6/11/2024)
RR
Georgia(6/11/2024)
RR
Illinois(5/8/2024)
IAR
Illinois(5/8/2024)
RR
Indiana(6/11/2024)
RR
Kentucky(6/11/2024)
RR
Louisiana(6/11/2024)
RR
Maine(6/11/2024)
RR
Maryland(6/11/2024)
RR
Massachusetts(6/11/2024)
RR
Michigan(6/11/2024)
RR
Mississippi(6/11/2024)
RR
New Hampshire(6/11/2024)
RR
New Jersey(6/11/2024)
RR
New York(6/11/2024)
RR
North Carolina(6/11/2024)
RR
Ohio(6/11/2024)
RR
Pennsylvania(6/11/2024)
RR
Puerto Rico(6/11/2024)
RR
Rhode Island(6/11/2024)
RR
South Carolina(6/11/2024)
RR
Tennessee(6/11/2024)
RR
Vermont(6/11/2024)
RR
Virgin Islands(6/11/2024)
RR
Virginia(6/11/2024)
RR
West Virginia(6/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CALAMOS ADVISORS LLC
CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS
CRD#: 105758 / SEC#: 801-29688
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 1,662 |
| AUM (Assets Under Management) | $ 38,184,222,669 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
