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Scott Steiner

Calamos Wealth Management LLC

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About Scott Steiner

Scott Steiner is a financial advisor with Calamos Wealth Management LLC. Scott has been working in the financial industry since 2003 and has experience with a variety of investment strategies. Scott specializes in providing asset allocation, financial planning, and pension consulting services. Scott is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Scott has worked with clients such as high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Scott Steiner 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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Scott Steiner’s Registration & Firm History

IL

09/12/2018 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

IL

03/17/2015 - 08/24/2018

RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)

IL

09/15/2009 - 03/18/2015

WELLS FARGO ADVISORS, LLC (CHICAGO IL)

IL

02/07/2006 - 06/05/2009

M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)

NJ

04/09/2003 - 01/10/2006

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 04/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Steiner.
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