Seth
Steele

Calamos Advisors LLC

CRD#6887037
Investment Advisor
in Naperville, IL

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About this Advisor

Seth Steele is a financial advisor based in Naperville, Illinois, working with Calamos Advisors LLC. Seth has previously held positions at U.S. Bancorp Investments, Inc, U.S. Bank, Fifth Third Bank, Mike's Carwash, University of Cincinnati, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, N.A, Morgan Stanley, Calamos Financial Services LLC, American Financial Exchange, and Calamos Advisors LLC. Seth has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Seth is part of Calamos Advisors LLC, which operates out of Naperville, Illinois. The firm has 6 offices and 243 employees. The firm manages assets totaling $33.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Calamos Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2020 Calamos Court
Naperville, IL 60563

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Calamos Advisors LLC Brokerage Details

Total Assets Under Management

$33,716,889,937

IL Average: $6,674,516,078
Total Number of Employees

243

IL Average: 44
Total Number of Accounts

1,450

IL Average: 2,564
Average Account Size

$23,253,028

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Seth Steele Work History

2024 - Present (1 year)

Calamos Financial Services LLC

2024 - Present (1 year)

Calamos Advisors LLC

2022 - 2024 (2 years)

American Financial Exchange

2021 - 2022 (1 year)

Morgan Stanley

2018 - 2021 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2021 (3 years)

Bank Of America, N.A

2017 - 2018 (1 year)

U.S. Bancorp Investments, Inc

2017 - 2018 (1 year)

U.S. Bank

2015 - 2017 (2 years)

Fifth Third Bank

2012 - 2016 (4 years)

University Of Cincinnati

2010 - 2015 (5 years)

Mike'S Carwash

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Disclosures

Please visit the SEC profile of Seth Steele to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Calamos Advisors LLC

Paul Giovanniello
Ridgefield, CT
Joseph Cusick
Naperville, IL
Christian Brobst
Naperville, IL
Matthew Eastman
Chicago, IL
Douglas Berman
Naperville, IL
Todd Abramson
Naperville, IL
Kevin Crouch
Naperville, IL
Jeffrey Shelton
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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