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Megan Frances Cleary

Calamos Advisors LLC

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About Megan Frances Cleary

Megan Cleary is a financial advisor at Calamos Advisors LLC, a firm located in Naperville, Illinois. Megan has been in the industry since 2007 and holds the Series 63, Series 65, Series 7 and SIE licenses. Megan has previously worked at Fidelity Brokerage Services LLC and Mesirow Financial, Inc. Calamos Advisors LLC provides investment advice to individuals, businesses, investment companies and pooled investment vehicles. The firm has a total of 1450 client accounts with $33,716,889,937 in assets under management.

Firm Information

Megan Cleary is currently registered with Calamos Advisors LLC. Calamos Advisors LLC is a leading investment management firm headquartered in Naperville, Illinois. The firm provides portfolio management services to a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. Calamos Advisors LLC has over $33 billion in assets under management and has a team of experienced investment professionals. The firm's investment strategies are focused on delivering long-term value to its clients through a variety of investment products, including mutual funds, ETFs, and separately managed accounts.
Calamos Advisors LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$33.72B

Assets Under Management

15

Total Clients

28

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Megan Cleary’s Registration & Firm History

IL

07/25/2014 - Present

Calamos Advisors LLC (NAPERVILLE IL)

IL

08/08/2011 - 07/07/2014

FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)

IL

10/30/2007 - 07/21/2011

MESIROW FINANCIAL, INC. (CHICAGO IL)

IL

10/24/2007 - 11/02/2007

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 03/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Frances Cleary.
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