Tony Matthew Oommen

Current Employers

Employment History

• 03/2015 → 07/2022
  Fidelity Charitable
  Chicago, IL
• 08/2022 → 11/2025
  Fidelity Investments
  Chicago, IL
• 03/2025 → 11/2025
  Fidelity Investments
  Boston, MA
• 11/2025 → Present
  Calamos Wealth Management Llc
  Naperville, IL

Previous Registrations

• 2025-03-31 → 2025-11-13
  Strategic Advisers Llc
  Boston, MA
  Oak Brook, IL
  Oak Brook, IL
• 2022-10-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oak Brook, IL
• 2011-04-27 → 2014-03-21
  Fifth Third Securities, Inc.
  Chicago, IL
• 2007-03-21 → 2008-02-15
  John D. Dovich & Associates, Llc
  Cincinnati, OH
• 2007-02-13 → 2007-02-28
  Kestra Investment Services, Llc
  Cincinnati, OH
• 2003-06-16 → 2007-01-22
  Osaic Fa, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

OBA-69242|OrgNmn:Chicago Estate Planning Council|Org Addr:Chicago,Illinois,US|OBA Nature:The Chicago Estate Planning Co|Invst Rel:N|Title:Member of the board of directors|Duties:As a board member, responsible for the governance of the CEPC, a non-profit professional association|StrtDt:08-01-22|TotHrs/mon:3|TrdHrs/mon:2|OBA-68942|OrgNmn:DuPage County Estate Planning Council|Org Addr:Oak Brook,Illinois,US|OBA Nature:Association for the estate pla|Invst Rel:N|Title:Member of board of directors - Tr|Duties:Treasurer for September 2022 to June 2023. Report on financial activities of the organzation to the rest of the board. Work with the adminis|StrtDt:09-01-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-117504|OrgNmn:Greenhouse Scholars|Org Addr:Boulder,Colorado,US|OBA Nature:Greenhouse Scholars is a chari|Invst Rel:N|Title:Member of the Illinois Developmen|Duties:I serve as a volunteer on a "development and advisory board". This is an non-governing board of professionals from various industries that hel|StrtDt:06-24-19|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-06
• S66 Uniform Combined State Law Examination
  2011-05-14
• S65 Uniform Investment Adviser Law Examination
  2003-09-20

Designations