Victoria Vega

Employer firm

Calamos Wealth Management LLC CRD 143490

$5.48B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2016 → 05/2018
  Specialized Wealth Advisors
  Tallahassee, FL
• 06/2014 → 05/2018
  Florida State University
  Tallahassee, FL
• 06/2017 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2017 → 08/2017
  Isn
  Dallas, TX
• 07/2019 → 03/2023
  Bank Of America, N.A.
  Miami, FL
• 04/2023 → Present
  Calamos Wealth Management Llc
  Naperville, IL
• 04/2023 → Present
  Calamos Financial Services Llc
  Naperville, IL

Previous Registrations

• 2018-10-19 → 2023-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  New York, NY
  Miami, FL

Other Businesses

Name of outside business organization: MIAMI SEMINOLE CLUB Investment related: No Address of business: Tallahassee, Florida, 32304 Nature of business: Charitable Organization Not for profit: Entity Charitable Position, title, association: President Start date of relationship: 6/30/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The President leads the alumni organization, presides over all meetings, appoints committee chairs, and works to strengthen alumni engagement and support. They coordinate with Board members and university leadership to advance the organization's mission.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-17

Designations

• Certified Financial Planner

Other Names

• Vicky Vega