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Ryan Miller

Calamos Wealth Management LLC

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About Ryan Miller

Ryan Miller is an investment advisor representative at Calamos Wealth Management LLC in NAPERVILLE, IL. Ryan has been in the industry since 2017. Ryan has a Series 66 license, and also holds Series 3 and 7 licenses. Ryan's prior experience includes positions at UBS Financial Services Inc., UBS Asset Management (US) Inc. and Juniper Square Capital. Ryan Miller is registered in IL and WI.

Firm Information

Ryan Miller 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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Ryan Miller’s Registration & Firm History

IL

02/26/2024 - Present

Calamos Wealth Management LLC (Chicago IL)

CA

03/21/2023 - 12/20/2023

JUNIPER SQUARE CAPITAL (ENCINITAS CA)

CA

09/17/2018 - 05/02/2022

UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)

IL

07/14/2016 - 06/22/2018

UBS ASSET MANAGEMENT (US) INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2017

Series 3 - National Commodity Futures Examination

BC

Issued 07/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Miller.
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