Shannon Leigh Coady-rogers
Investment adviser representative at Invesco Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$749.5BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Invesco Advisers, Inc.Feb 2024 to now
- InvescoFeb 2024 to now
- Calamos Financial Services LLCAug 2021 to Feb 2024
- Calamos Advisors LLCSep 2019 to Feb 2024
- Calamos Wealth Management LLCMay 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invesco Advisers, Inc.
$749.5BAssets managed
82,498Clients
194Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2913176
- Firm CRD
- 105360