TrueAdvisor
TrueAdvisor
LM
LM

Lisa Marie Mursu

Calamos Advisors LLC
28 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Calamos Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
1,662 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$38.2B

Fee Structure

Financial Planning:Investment management only

Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Calamos Advisors LLC
November 2019 - Present · 6 yrs 3 mos
Calamos Financial Services LLCBroker
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Calamos Wealth Management LLC
March 2013 - November 2019 · 6 yrs 8 mos
Calamos Advisors LLC
December 2012 - March 2013 · 3 mos
Calamos Wealth Management LLC
December 2011 - December 2012 · 1 yr
Mtl Equity Products, INC.
June 2004 - November 2011 · 7 yrs 5 mos
Mtl Equity Products, INC.Broker
November 2002 - November 2011 · 9 yrs
Oberweis Securities, INC.Broker
June 1997 - November 2002 · 5 yrs 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.