Kevin
Crouch
Calamos Advisors LLC
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About this Advisor
Kevin Crouch is a financial advisor working out of Naperville, Illinois with 4 years of industry experience. Crouch currently works for Calamos Advisors LLC. Throughout their career, Crouch has worked at Calamos Financial Services LLC, Calamos Wealth Management LLC and Calamos Advisors LLC. Crouch holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Calamos Advisors LLC is an advisory business headquartered in Naperville, IL. It has offices in six locations and a total of 229 financial advisors. It administers $34 billion in assets under management among its 1,458 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 1,458 customer accounts, 70% belong to high-net-worth clients who have at least $1 million in assets available to invest. Calamos Advisors LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Calamos Advisors LLC likely consist of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Calamos Advisors LLC Brokerage Details
$33,763,270,463
229
1,458
$23,157,250
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
Kevin Crouch Work History
Kevin has been registered as a financial advisor for 4 years.*
Calamos Financial Services LLC
Calamos Advisors LLC
Calamos Financial Services LLC
Calamos Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Crouch 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
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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