Eduardo Luis Sordo
Investment adviser representative at Calamos Wealth Management LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Calamos Financial Services LLCFeb 2022 to now
- Calamos Wealth Management LLCJul 2021 to now
- The Vanguard Group, Inc.Jan 2019 to Jul 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2019
- Fidelity InvestmentsOct 2010 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4175091
- Firm CRD
- 143490