Unclaimed Profile

Joseph Paul Nader

CALAMOS WEALTH MANAGEMENT LLC·NAPERVILLE, Illinois

Series 7, Series 7TO, Series 31, Series 63, Series 6518 years registeredCALAMOS WEALTH MANAGEMENT LLC

2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 4305412Firm CRD# 143490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Paul Nader · NAPERVILLE, IL

Registration

CRD #4305412 · CALAMOS WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

BCI SECURITIES, INC.

Sep 2024 – present

CITIGROUP GLOBAL MARKETS INC.

Jan 2023 – Jun 2024

MIAMI, FL

CALAMOS WEALTH MANAGEMENT LLC

Jul 2015 – Oct 2022

Coral Gables, FL

WESCOTT FINANCIAL ADVISORY GROUP LLC

May 2013 – Nov 2015

PHILADELPHIA, PA

ZENITH CAPITAL INVESTMENT ADVISORS, LLC

May 2008 – Dec 2009

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 31

Series 63

Series 65

Registration record

First registered · May 6, 2008

Years registered · 18

Disclosure History

2004Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CALAMOS WEALTH MANAGEMENT LLC

CRD 143490 · SEC 801-67787

AUM

$3.3B

Regulatory assets under management

Employees

3,021 client accounts

Services offered by CALAMOS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALAMOS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Paul Nader offer?

Joseph Paul Nader specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Joseph Paul Nader's credentials?

Joseph Paul Nader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Paul Nader located?

Joseph Paul Nader is based in NAPERVILLE, Illinois, working with CALAMOS WEALTH MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Joseph Paul Nader charge for services?

Joseph Paul Nader's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALAMOS WEALTH MANAGEMENT LLC?

CALAMOS WEALTH MANAGEMENT LLC has approximately 41 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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