KC
KC

Kevin R Crouch

17 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

2020 Calamos Court, Naperville, IL, 60563-2787

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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 Advisors LLC
November 2019 - Present · 6 yrs 3 mos
Calamos Financial Services LLCBroker
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Calamos Wealth Management LLC
September 2012 - November 2019 · 7 yrs 2 mos
Chase Investment Services CORP.
December 2010 - August 2012 · 1 yr 8 mos
Chase Investment Services CORP.Broker
October 2010 - August 2012 · 1 yr 10 mos
PNC InvestmentsBroker
November 2009 - September 2010 · 10 mos
Natcity Investments, INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin R Crouch - Financial Advisor | TrueAdvisor