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Seth Edwin Steele

Calamos Advisors LLC

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About Seth Edwin Steele

Seth Edwin Steele is a registered representative and investment advisor representative at Calamos Advisors LLC. Seth has been in the industry for 10 years. He specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Portfolio Management for Businesses. Previously, Seth was employed by MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Seth Steele 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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Seth Steele’s Registration & Firm History

IL

04/17/2024 - Present

Calamos Advisors LLC (Naperville IL)

IL

05/04/2021 - 04/29/2022

MORGAN STANLEY (Chicago IL)

OH

11/01/2018 - 03/26/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 01/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Edwin Steele.
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