Unclaimed Profile

Michael George Kassab

CALAMOS WEALTH MANAGEMENT LLC·NAPERVILLE, Illinois

SIE, Series 7, Series 24, Series 63, Series 86, Series 87CFAClean record13 years registeredCALAMOS WEALTH MANAGEMENT LLC

2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 4587937Firm CRD# 143490

Profile Verification

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

Identity

Michael George Kassab · NAPERVILLE, IL

Registration

CRD #4587937 · CALAMOS WEALTH MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

CALAMOS WEALTH MANAGEMENT LLC

Mar 2020 – present

CALAMOS ADVISORS LLC

Nov 2019 – present

CALAMOS WEALTH MANAGEMENT LLC

Mar 2015 – Nov 2019

NAPERVILLE, IL

CREDIT SUISSE SECURITIES (USA) LLC

Oct 2012 – Oct 2014

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 86

Series 87

Registration record

First registered · October 18, 2012

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Michael George Kassab offer?

Michael George Kassab specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Michael George Kassab's credentials?

Michael George Kassab holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael George Kassab located?

Michael George Kassab 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 Michael George Kassab charge for services?

Michael George Kassab'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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