ES
CFP
ES
CFP

Eduardo Luis Sordo

25 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,434 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

CWM will waive its advisory fee with respect to any client assets invested in Calamos Funds.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 Alhambra Circle, Suite 700, Coral Gables, FL, 33134

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Settled
Other Business Activities

Eduardo is a trustee and chair of the investment committee for The George Snow Scholarship Fund, a non-profit organization. He utilizes his industry knowledge to communicate with the fund's investment advisor and reports to various committees, spending minimal time on this activity.

Employment History
Current Registrations
Calamos Financial Services LLC
February 2022 - Present · 4 yrs
Calamos Financial Services LLCBroker
February 2022 - Present · 4 yrs
Calamos Wealth Management LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Vanguard Marketing CorporationBroker
January 2019 - August 2021 · 2 yrs 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
December 2010 - July 2018 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
November 2010 - January 2019 · 8 yrs 2 mos
Wells Fargo Advisors, LLC
February 2009 - October 2010 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
February 2009 - October 2010 · 1 yr 8 mos
UBS Financial Services INC.
April 2005 - March 2009 · 3 yrs 11 mos
UBS Financial Services INC.Broker
April 2005 - March 2009 · 3 yrs 11 mos
Princor Financial Services CorporationBroker
August 2004 - April 2005 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - August 2004 · 0 mos
Banc of America Investment Services, INC.Broker
May 2000 - June 2004 · 4 yrs 1 mo
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.