Marc James Poulos
Investment adviser representative at Calamos Wealth Management LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Calamos Wealth Management LLCJul 2024 to now
- Great Valley Advisor Group, Inc.Oct 2022 to Jul 2024
- LPL Financial LLCOct 2022 to Jul 2024
- Self-employedFeb 2022 to Oct 2022
- Brookstone Capital Management, LLCNov 2015 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6108360
- Firm CRD
- 143490