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William Patrick Smith

Calamos Wealth Management LLC

Naperville, IL

Chicago, 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 2025-07-16
  • IL RA
    APPROVED
    Since 2025-07-16

Branch Locations

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

215 N. Peoria St. #1100/#1200, Chicago, IL 60607 • 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 05/2022 Present
Northern Trust Asset Management Chicago IL 03/2020 05/2022
Northern Trust Corporation Chicago IL 05/2016 03/2020
  • 05/2022 → Present
    Calamos Wealth Management Llc
    Naperville, IL
  • 03/2020 → 05/2022
    Northern Trust Asset Management
    Chicago, IL
  • 05/2016 → 03/2020
    Northern Trust Corporation
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16

View on SEC IAPD

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