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Sydney Lukatsevich

Calamos Wealth Management LLC

Chicago, IL

Naperville, 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 2023-12-12
  • IL RA
    APPROVED
    Since 2023-12-12

Branch Locations

215 N. Peoria Street #1100/1200, Chicago, IL 60607 • United States

2020 Calamos Court, Naperville, IL 60563-2787 • 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
Ecco Clothing Burlington VT 06/2016 03/2017
Morgan Stanley Colchester VT 05/2017 08/2017
University Of Vermont Burlington VT 07/2014 05/2018
Axa Advisors, Llc New York NY 07/2018 02/2019
Mutual Of Omaha Advisors Braintree MA 02/2019 06/2021
Mutual Of Omaha Advisors Braintree MA 06/2021 03/2022
Mowery & Schoenfeld Wealth Management, Llc Lincolnshire IL 03/2022 10/2023
Calamos Financial Services Llc Naperville IL 11/2023 Present
Calamos Wealth Management Llc Naperville IL 11/2023 Present
  • 06/2016 → 03/2017
    Ecco Clothing
    Burlington, VT
  • 05/2017 → 08/2017
    Morgan Stanley
    Colchester, VT
  • 07/2014 → 05/2018
    University Of Vermont
    Burlington, VT
  • 07/2018 → 02/2019
    Axa Advisors, Llc
    New York, NY
  • 02/2019 → 06/2021
    Mutual Of Omaha Advisors
    Braintree, MA
  • 06/2021 → 03/2022
    Mutual Of Omaha Advisors
    Braintree, MA
  • 03/2022 → 10/2023
    Mowery & Schoenfeld Wealth Management, Llc
    Lincolnshire, IL
  • 11/2023 → Present
    Calamos Financial Services Llc
    Naperville, IL
  • 11/2023 → Present
    Calamos Wealth Management Llc
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-01
  • S66 Uniform Combined State Law Examination
    2018-08-01
Designations
Other Names
  • Sydney Katherine Smith
  • Sydney Smith

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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