Micah
Welton

Calamos Advisors LLC

CRD#7481998
Investment Advisor
in Naperville, IL

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About this Advisor

Micah Welton is a financial advisor based in Naperville, Illinois, working with Calamos Advisors LLC. Micah has previously held positions at Fidelity Investments, Us Bank, Olive Garden, Full Time Student, Costco Wholesale, Black Rock, Napleton'S Valley Hyundai, Ford/Lincoln, Champs Sports, Calamos Financial Services LLC, Calamos Advisors LLC, Revv Aviation, Lloyd Agencies, Illinois National Guard, Joliamm LLC, and Amazon.Com Inc. Micah has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Micah 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2020 Calamos Court
Naperville, IL 60563-2787

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Calamos Advisors LLC Brokerage Details

Total Assets Under Management

$33,716,889,937

IL Average: $6,674,516,078
Total Number of Employees

243

IL Average: 44
Total Number of Accounts

1,450

IL Average: 2,564
Average Account Size

$23,253,028

IL Average: $2,603,165

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

Micah Welton Work History

2024 - Present (0 year)

Calamos Financial Services LLC

2024 - Present (0 year)

Calamos Advisors LLC

2023 - Present (1 year)

Revv Aviation

2023 - Present (1 year)

Lloyd Agencies

2023 - Present (1 year)

Illinois National Guard

2021 - 2023 (2 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Us Bank

2021 - 2021 (< 1 year)

Olive Garden

2020 - 2021 (1 year)

Full Time Student

2020 - 2020 (< 1 year)

Olive Garden

2020 - 2020 (< 1 year)

Joliamm LLC

2020 - 2020 (< 1 year)

Amazon.Com Inc

2018 - 2020 (2 years)

Costco Wholesale

2018 - 2018 (< 1 year)

Black Rock

2018 - 2018 (< 1 year)

Napleton'S Valley Hyundai

2017 - 2018 (1 year)

Full Time Student

2017 - 2017 (< 1 year)

Ford/Lincoln

2016 - 2017 (1 year)

Champs Sports

Disclosures

Please visit the SEC profile of Micah Welton 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

Paul Giovanniello
Ridgefield, CT
Joseph Cusick
Naperville, IL
Christian Brobst
Naperville, IL
Matthew Eastman
Chicago, IL
Douglas Berman
Naperville, IL
Jeffrey Shelton
Naperville, IL
Kevin Crouch
Naperville, IL
Todd Abramson
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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