Sydney
Smith
Calamos Wealth Management LLC
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About this Advisor
Sydney Smith is a financial advisor based in Chicago, Illinois, working with Calamos Wealth Management LLC. Sydney has previously held positions at John Becker Basketball Camp, Ecco Clothing, Morgan Stanley, Buffalo Wild Wings, University Of Vermont, Vernon Hills High School, Mutual Of Omaha Advisors, Mowery & Schoenfeld Wealth Management, LLC, Calamos Financial Services LLC, Calamos Wealth Management LLC, and Axa Advisors, LLC. Sydney has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Sydney is part of Calamos Wealth Management LLC, which operates out of Chicago, Illinois. The firm has 8 offices and 41 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Calamos Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calamos Wealth Management LLC Brokerage Details
$3,334,568,012
41
3,021
$1,103,796
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Sydney Smith Work History
Calamos Financial Services LLC
Calamos Wealth Management LLC
Mowery & Schoenfeld Wealth Management, LLC
Mutual Of Omaha Advisors
Mutual Of Omaha Advisors
Axa Advisors, LLC
Morgan Stanley
John Becker Basketball Camp
Ecco Clothing
John Becker Basketball Camp
Buffalo Wild Wings
University Of Vermont
Vernon Hills High School
Disclosures
Please visit the SEC profile of Sydney Smith 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 Wealth Management LLC
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Chicago, IL
Naperville, IL
Naperville, IL
Naperville, IL
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