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Stephen David Perl

Calamos Wealth Management LLC

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About Stephen David Perl

Stephen David Perl is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with Calamos Wealth Management LLC as an investment advisor representative in both Illinois and New York. Stephen has previously worked with Fidelity Brokerage Services LLC in New York and National Financial Services Corporation in Boston. Stephen has a strong background in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Stephen is also a qualified pension consultant.

Firm Information

Stephen Perl 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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Stephen Perl’s Registration & Firm History

IL

02/23/2021 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

NY

06/30/2000 - 06/23/2008

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

MA

01/27/1999 - 06/30/2000

NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)

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Licenses & Designations

IA

Issued 05/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen David Perl.
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