Evan Kanarek
Investment adviser representative at Calamos Wealth Management LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Calamos Financial Services LLCJun 2023 to now
- Calamos Wealth Management LLCJun 2023 to now
- Connectus WealthNov 2021 to Jun 2023
- Quasar Distributors, LLCSep 2019 to Jun 2023
- Northcoast Asset ManagementAug 2019 to Oct 2021
- M&t BankJun 2016 to Aug 2019
- M&t Securities, Inc.Jun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
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
- 4683424
- Firm CRD
- 143490