Matthew Brent Lorner
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 Wealth Management LLCJul 2026 to now
- Advisors Capital ManagementMay 2025 to Jul 2026
- Fisher InvestmentsJan 2024 to May 2025
- TIAAJun 2023 to Jan 2024
- TIAA-CREF Individual & Institutional Services, LLCJun 2023 to Jan 2024
- Morgan StanleyMar 2023 to Jun 2023
- E*trade Capital Management LLCFeb 2016 to Jun 2023
- E*trade Securities LLCFeb 2016 to Jun 2023
- Harrisdirect LLCFeb 2016 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5288922
- Firm CRD
- 143490