Breanna Coffey
Investment adviser representative at Calamos Wealth Management LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
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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
- Corient Services LLCMay 2018 to Jun 2024
- Goldman Sachs & Co. LLCJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6435310
- Firm CRD
- 143490