Marc Ordona
Investment adviser representative at Calamos Wealth Management LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$5.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Calamos Wealth Management LLCSep 2023 to now
- Idb Lido Welath, LLCApr 2023 to Aug 2023
- Lido Advisors, LLCSep 2020 to Aug 2023
- Morgan Stanley Private Bank, N.A.Jun 2018 to Sep 2020
- Morgan StanleyApr 2018 to Sep 2020
- UnemployedJun 2017 to Apr 2018
- Draco Capital Holdings, LLCDec 2009 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Calamos Wealth Management LLC
$5.5BAssets managed
4,308Clients
40Advisers
19 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
- 2961413
- Firm CRD
- 143490