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Robert Girgis

Calamos Advisors LLC

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About Robert Girgis

Robert Girgis is a financial advisor with Calamos Advisors LLC. Robert has been in the industry for over 5 years and holds the Series 6, 7TO, 63, and 66 licenses. Robert is registered to provide investment advice in 53 states and the District of Columbia. Prior to joining Calamos Advisors LLC, Robert worked at Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Robert specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Robert Girgis 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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Robert Girgis’s Registration & Firm History

IL

03/07/2024 - Present

Calamos Advisors LLC (Naperville IL)

IL

05/24/2023 - 02/13/2024

FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)

IL

09/10/2018 - 03/02/2023

J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 06/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Girgis.
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