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Thomas Levi Williamson

Investment adviser representative at Calamos Advisors LLC
19 yearsYears since first job or exam
2 statesRegistered in
$43.9B
39 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

19 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Calamos Advisors LLCSep 2026 to now
  2. Calamos Financial Services LLCSep 2026 to now
  3. Madison InvestmentsApr 2025 to Jun 2026
  4. Education Service Center of Central OhioNov 2024 to Mar 2025
  5. UpsNov 2024 to Nov 2024
  6. Ent LLCOct 2024 to Jan 2025
  7. Core Capital Partners LLCJun 2023 to Sep 2024
  8. Core Financial LLCJun 2023 to Sep 2024
  9. Quasar Distributors, LLCMar 2023 to Jun 2023
  10. Optima Asset Management LLCDec 2021 to Jun 2023
  11. Foreside Financial Services, LLCJan 2020 to Nov 2021
  12. BMO Asset Management Corp.Apr 2019 to Nov 2021
  13. JPM Institutional Investments IncDec 2017 to Mar 2019
  14. JPM Investment ManagementDec 2017 to Mar 2019
  15. Pzena Financial Services, LLCJan 2017 to Dec 2017
  16. Pzena Investment Management, LLCJan 2017 to Dec 2017
  17. Foreside Fund Services, LLCDec 2015 to Dec 2016
  18. Miller Howard InvestmentsMar 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2007
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, OH).

Calamos Advisors LLC

$43.9B
1,957Clients
36Advisers
39 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

4916536
105758
Advisor's SEC record (opens in a new tab)
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