Stephanie
Farella

Calamos Wealth Management LLC

CRD#6576597
Investment Advisor
in Naperville, IL

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About this Advisor

Stephanie Farella is a certified financial planner operating in Naperville, Illinois who has 1 year of industry experience. Farella works at Calamos Wealth Management LLC. Over the course of their career, they have held roles at Cpach, Canon Usa, Oppenheimer & Co. Inc, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Calamos Wealth Management LLC and Calamos Financial Services LLC. Farella maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and New York. Calamos Wealth Management LLC is a financial advisory business based in Naperville, IL. The company has offices in four locations and a total of 35 financial advisors. It handles $3 billion in assets under management across its 3,128 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 42 charitable organizations. Of its 3,128 client accounts, 72% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Calamos Wealth Management LLC can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2020 Calamos Court
Naperville, IL 60563-2787

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Calamos Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,088,095,105

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

35

IL Average: 44
Total Number of Accounts

3,128

IL Average: 2,564
Average Account Size

$987,243

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Stephanie Farella Work History

Stephanie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Calamos Wealth Management LLC

2022 - Present (2 years)

Calamos Financial Services LLC

2017 - 2022 (5 years)

Morgan Stanley Smith Barney LLC

2017 - 2022 (5 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Oppenheimer & Co. Inc

2014 - 2015 (1 year)

Canon Usa

2012 - 2014 (2 years)

Cpach

*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 Stephanie Farella 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

Christopher Gruchacz
Naperville, IL
Paris Karasso
Naperville, IL
Thomas Holleb
Chicago, IL
Dimitar Tanchev
Naperville, IL
Stephanie Farella
Naperville, IL
Joseph Weidenbach
Naperville, IL
Kristi Wano
Naperville, IL
Alexander Calamos
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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