Mark Rabinovich
Investment adviser representative at Calamos Wealth Management LLC
22 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
22 years in the industry.
- Calamos Financial Services LLCJul 2018 to now
- Calamos Wealth Management LLCJul 2018 to now
- Neuberger Berman, LLCSep 2004 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, NY).
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
- 4683265
- Firm CRD
- 143490