Joseph F Cusick
Investment adviser representative at Calamos Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$5.5BFirm assets
19 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 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
12 years in the industry.
- Calamos Wealth Management LLCMar 2021 to now
- Calamos Advisors LLCFeb 2019 to now
- Calamos Financial Services LLCFeb 2019 to now
- OccOct 2017 to Dec 2018
- TradingblockJan 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 4466006
- Firm CRD
- 143490