Carlos
Soriano
Calamos Advisors LLC
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About this Advisor
Carlos Soriano is a financial advisor based in Naperville, Illinois, working with Calamos Advisors LLC. Carlos has previously held positions at Calamos Financial Services LLC and Calamos Advisors LLC. Carlos has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Carlos is part of Calamos Advisors LLC, which operates out of Naperville, Illinois. The firm has 6 offices and 243 employees. The firm manages assets totaling $33.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Calamos Advisors LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calamos Advisors LLC Brokerage Details
$33,716,889,937
243
1,450
$23,253,028
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Carlos Soriano Work History
Calamos Financial Services LLC
Calamos Advisors LLC
Disclosures
Please visit the SEC profile of Carlos Soriano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Calamos Advisors LLC
Naperville, IL
Ridgefield, CT
Naperville, IL
Naperville, IL
Chicago, IL
Naperville, IL
Naperville, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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