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Taylor Renee Cowdrey

Investment adviser representative at Calamos Advisors LLC
11 yearsExperience
1 stateRegistered in
$43.9BFirm assets
39 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 assets

Services the firm offers

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

  • Portfolio management

Experience

11 years in the industry.

  1. Calamos Advisors LLCMar 2026 to now
  2. Calamos Financial Services LLCMar 2026 to now
  3. Northern Trust Securities, Inc.May 2021 to Mar 2026
  4. Northern Trust BankFeb 2020 to Mar 2026
  5. Nuveen InvestmentsAug 2015 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (IL).

Calamos Advisors LLC

$43.9BAssets managed
1,957Clients
37Advisers
39 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
5545753
Firm CRD
105758
Advisor's SEC record (opens in a new tab)
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