Michael Cooney
Investment adviser representative at Calamos Wealth Management LLC
16 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
16 years in the industry.
- Calamos Wealth Management LLCMay 2026 to now
- Calamos Financial Services LLCMay 2026 to now
- Northrock PartnersJul 2025 to May 2026
- Bank of America Private BankOct 2021 to Jun 2025
- Wells Fargo BankJul 2019 to Sep 2021
- Wells Fargo Clearing ServicesJul 2019 to Sep 2021
- J.P. Morgan Securities IncMar 2010 to May 2019
- JP Morgan ChaseMar 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 4544622
- Firm CRD
- 143490