TrueAdvisor
TrueAdvisor
HB
HB

Harrison Bogusz

Calamos Advisors LLC
2 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

50 Rockefeller Plaza, Suite 1600, New York, NY, 10020

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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
December 2024 - Present · 1 yr 2 mos
Calamos Advisors LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Lord, Abbett & CO. LLC
January 2024 - March 2024 · 2 mos
Lord Abbett Distributor LLCBroker
January 2024 - March 2024 · 2 mos
Morgan Stanley
December 2021 - December 2022 · 1 yr
Morgan StanleyBroker
July 2021 - December 2022 · 1 yr 5 mos
Maxim Group LLCBroker
May 2021 - June 2021 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.