BP
BP

Brent Steven Pressentin

14 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

2394 East Camelback Road, Suite 100, Phoenix, AZ, 85016-9260

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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 LLC
October 2025 - Present · 4 mos
Calamos Financial Services LLCBroker
October 2025 - Present · 4 mos
Calamos Advisors LLC
October 2025 - Present · 4 mos
Previous Registrations
Versant Capital Management, INC.
March 2023 - October 2025 · 2 yrs 7 mos
Morgan Stanley
November 2020 - June 2022 · 1 yr 7 mos
Morgan StanleyBroker
November 2020 - June 2022 · 1 yr 7 mos
Adviceperiod, LLC
April 2019 - November 2020 · 1 yr 7 mos
Morgan Stanley Distribution, INC.Broker
March 2015 - March 2019 · 4 yrs
Calamos Financial Services LLCBroker
November 2010 - February 2015 · 4 yrs 3 mos
State Registrations7 states
AZCACOILNMNVUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.