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Stephanie Anastasia Carreras

Calamos Wealth Management LLC

Coral Gables, FL

Naperville, IL

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Current Employers
Calamos Wealth Management Llc

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-07
FL RA APPROVED 2023-07-06
  • IL RA
    APPROVED
    Since 2023-07-07
  • FL RA
    APPROVED
    Since 2023-07-06

Branch Locations

220 Alhambra Circle #700, Coral Gables, FL 33134 • United States

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signet Financial Management, Llc Pompano Beach FL 03/2016 05/2018
Signet Financial Management, Llc Pompano Beach FL 05/2018 06/2023
Calamos Wealth Management Llc Naperville IL 06/2023 Present
Previous Registrations
  • 2016-04-19 → 2023-06-14
    Signet Financial Management, Llc
    Pompano Beach, FL
    Parsippany, NJ
  • 2012-01-27 → 2016-03-24
    Td Ameritrade, Inc.
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
  • 2012-02-28 → 2016-03-24
    Td Ameritrade Investment Management, Llc
    Boca Raton, FL
    Boca Raton, FL
  • 2011-01-03 → 2011-07-01
    Emerald Asset Advisors Llc
    Weston, FL
  • 2011-01-03 → 2011-07-01
    Emerald Allocation Strategies, Llc
    Weston, FL
  • 2007-11-14 → 2010-03-05
    Blackrock Fund Advisors
    San Francisco, CA
  • 2004-11-12 → 2007-10-16
    Fisher Investments
    Woodside, CA
  • 2002-11-20 → 2003-11-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Paramus, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-12-06
S65 Uniform Investment Adviser Law Examination 1996-11-29
  • S63 Uniform Securities Agent State Law Examination
    2007-12-06
  • S65 Uniform Investment Adviser Law Examination
    1996-11-29
Other Names
  • Stephanie Carreras
  • Stephanie Anastasia Carreras
  • Stephanie Anastasia Carreras
  • Stephanie Anastasia Carreras
  • Stephanie Anastasia Kotrady

View on SEC IAPD

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Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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