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Scott Alvin Poulin

Calamos Wealth Management LLC

Naperville, IL

Coral Gables, FL

CRD 5764973

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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:

Current Employers
Calamos Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-09-02
IL RA APPROVED 2015-07-28
  • FL RA
    APPROVED
    Since 2015-09-02
  • IL RA
    APPROVED
    Since 2015-07-28

Branch Locations

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

220 Alhambra Circle Suite 700, Coral Gables, FL 33134 • 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
Calamos Wealth Management Llc Naperville IL 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-25
  • S65 Uniform Investment Adviser Law Examination
    2010-06-25

View on SEC IAPD

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