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Inactive

Phillip Miodowski

Calamos Wealth Management LLC

Chicago, IL

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 2023-12-01
  • IL RA
    APPROVED
    Since 2023-12-01

Branch Locations

215 N. Peoria Street #1100/1200, Chicago, IL 60607 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 04/2016 07/2017
The Ayco Company, L.P./Mercer Allied Deerfield IL 08/2017 04/2018
Mercer Global Advisors Inc. Denver CO 09/2019 11/2023
Cibc Private Wealth Management Denver CO 04/2018 06/2019
Calamos Wealth Management Llc Naperville IL 11/2023 Present
  • 04/2016 → 07/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 08/2017 → 04/2018
    The Ayco Company, L.P./Mercer Allied
    Deerfield, IL
  • 09/2019 → 11/2023
    Mercer Global Advisors Inc.
    Denver, CO
  • 04/2018 → 06/2019
    Cibc Private Wealth Management
    Denver, CO
  • 11/2023 → Present
    Calamos Wealth Management Llc
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 2016-05-21
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2016-05-21

View on SEC IAPD

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James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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