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Christopher James Gruchacz

Calamos Wealth Management LLC

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About Christopher James Gruchacz

Christopher Gruchacz is a financial advisor at Calamos Wealth Management LLC. Christopher is registered with the state of Illinois and Florida. Christopher has over 10 years of experience in the financial services industry. Christopher's previous employment was with Comerica Securities. Christopher holds the Series 7, 65, and 66 licenses. Christopher is a volunteer on the Board of Trustees at Barry University and Chairman of the Universities Investment Committee.

Firm Information

Christopher Gruchacz is currently registered with Calamos Wealth Management LLC. Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.
Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Gruchacz’s Registration & Firm History

IL

10/14/2019 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

FL

04/25/2005 - 01/10/2007

COMERICA SECURITIES (FT. LAUDERDALE FL)

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Licenses & Designations

IA

Issued 10/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Gruchacz.
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