TrueAdvisor
TrueAdvisor
GT
GT

George Taylor

Calamos Advisors LLC
16 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

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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.

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Employment History
Current Registrations
Calamos Financial Services LLCBroker
October 2024 - Present · 1 yr 4 mos
Calamos Advisors LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Northern Trust Securities, INC.Broker
April 2020 - May 2024 · 4 yrs 1 mo
Northern Trust Investments, Incorporated
April 2020 - May 2024 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - February 2020 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - February 2020 · 4 yrs 9 mos
Waddell & Reed
February 2014 - February 2015 · 1 yr
Waddell & ReedBroker
February 2014 - February 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - September 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - September 2013 · 1 yr 5 mos
Chase Investment Services CORP.Broker
July 2008 - March 2012 · 3 yrs 8 mos
State Registrations5 states
CAIDILORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.