Eduardo Luis Sordo

Current Employers

Employment History

• 10/2010 → 01/2019
  Fidelity Investments
  Boca Raton, FL
• 07/2018 → 01/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2019 → 08/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2020 → 07/2021
  The Vanguard Group, Inc
  Delray Beach, FL
• 07/2021 → Present
  Calamos Wealth Management Llc
  Naperville, IL
• 02/2022 → Present
  Calamos Financial Services Llc
  Naperville, IL

Previous Registrations

• 2018-07-13 → 2019-01-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-12-22 → 2018-07-13
  Strategic Advisers Llc
  Boca Raton, FL
• 2009-02-20 → 2010-10-05
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Delray Beach, FL
  Boca Raton, FL
• 2005-04-25 → 2009-03-04
  Ubs Financial Services Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

The George Snow Scholarship Fund is located at 201 Plaza Real, Suite 260, Boca Raton, FL 33432. The George Snow Scholarship Fund is a not-for-profit organization with a mission to help hard working students in South Florida to graduate from college by providing financial aid and wrap-around support services. My role is investment related. As a trustee and the chair of the investment committee, my duties include utilizing my professional industry knowledge in communicating with the fund's investment advisor and reporting to the executive and finance committees, and the Board of Trustees. I have been associated with the George Snow Scholarship Fund since 2006 and a trustee and member of the investment committee since 2008. I anticipate spending 3 hours per quarter on this activity and zero time during trading hours. I am not compensated for this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-08
• S63 Uniform Securities Agent State Law Examination
  2000-05-16

Designations

Other Names

• Eddie Sordo
• Eduardo L Sordo
• Eduardo Luis Sordo
• Eduardo Sordo