Patrick Coffey
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.
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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
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Calamos Advisors LLCDec 2025 to now
- Calamos Financial Services LLCDec 2025 to now
- Mesirow Financial, IncFeb 2024 to Dec 2025
- Morgan StanleyOct 2021 to Feb 2024
- Charles Schwab & Co., Inc.Aug 2020 to Oct 2021
- Full Time StudentSep 2019 to Aug 2020
- Charles Schwab & Co., Inc.Jun 2019 to Aug 2019
- Full Time StudentSep 2018 to May 2019
- Powered by ActionMay 2018 to Aug 2018
- Full Time StudentAug 2017 to May 2018
- Mastercare Building ServicesMay 2017 to Aug 2017
- Full Time StudentAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Calamos Advisors LLC
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.
- 7135512
- 105758