Matthew Brent Lorner

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

• 02/2016 → 06/2023
  E*Trade Securities Llc
  Garden City, NY
• 02/2016 → 06/2023
  E*Trade Capital Management Llc
  Garden City, NY
• 03/2023 → 06/2023
  Morgan Stanley
  Garden City, NY
• 02/2016 → 06/2023
  Harrisdirect Llc
  Garden City, NY
• 06/2023 → 01/2024
  Tiaa
  Melville, NY
• 06/2023 → 01/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY
• 01/2024 → 05/2025
  Fisher Investments
  Plano, TX
• 05/2025 → 07/2026
  Advisors Capital Management
  Ridgewood, NJ
• 07/2026 → Present
  Calamos Wealth Management Llc
  Naperville, IL

Previous Registrations

• 2025-05-08 → 2026-07-07
  Advisors Capital Management, Llc
  Ridgewood, NJ
  Bayville, NY
• 2024-01-10 → 2025-05-01
  Fisher Investments
  Bayville, NY
  Plano, TX
• 2023-07-13 → 2024-01-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY
• 2016-03-07 → 2023-07-12
  Harrisdirect Llc
  Garden City, NY
  Arlington, VA
  Garden City, NY
• 2013-07-24 → 2016-02-22
  J.P. Morgan Securities Llc
  Amityville, NY
  Farmingdale, NY
  Wyandanch, NY
• 2012-06-05 → 2013-07-15
  Citigroup Global Markets Inc.
  New York, NY
  Long Island City, NY
  Westlake Village, CA
  Glen Head, NY
• 2008-10-29 → 2012-06-05
  Capital One Financial Advisors Llc
  Melville, NY
• 2008-02-28 → 2008-10-28
  Wamu Investments, Inc.
  Copiague, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-02-26