Richard Gotterer, financial advisor Coral Gables FL
101 score

Richard Gotterer

CRD Number: 1438859
Current Firm: Calamos Wealth Management LLC

Richard Gotterer (CRD# 1438859) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 5 years of experience in the finance industry. Richard Gotterer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Calamos Wealth Management LLC Coral Gables, FL Jul 2015 - Current 1
Wescott Financial Advisory Group LLC Miami, FL May 2010 - Current 6
Gibraltar Private Bank Miami, FL Dec 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Richard A. Gotterer
By the Numbers
  • Total Assets Under Management
    1,050
    MILLIONS
  • Total Number of Accounts
    1,285
    ACCOUNTS
  • Average Account Value
    $817,144
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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