Timothy Peter Brand

Employer firm

Meeder Advisory Services, Inc. CRD 106814

$2.86B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2012 → 02/2024
  Calamos Financial Services
  Naperville, IL
• 11/2012 → 02/2024
  Calamos Advisors Llc
  Naperville, IL
• 09/2024 → Present
  Meeder Advisory Services, Inc.
  Dublin, OH
• 06/2024 → 09/2024
  Convexitas, Llc.
  Chicago, IL
• 02/2024 → 06/2024
  Unemployed
  Chicago, IL

Previous Registrations

• 2012-11-26 → 2024-02-22
  Calamos Advisors Llc
  Naperville, IL
  Arlington, VA
  Naperville, IL
  Naperville, IL
  Chicago, IL
• 2012-06-04 → 2012-11-19
  Proshare Advisors Llc
  Bethesda, MD
• 2009-04-13 → 2012-05-11
  Calamos Wealth Management Llc
  Naperville, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-10
• S63 Uniform Securities Agent State Law Examination
  1997-02-20

Other Names

• Tim Brand