Brendan Omalley, financial advisor Naperville IL
89 score

Brendan Omalley

CRD Number: 6187667
Current Firm: Calamos Advisors LLC

Brendan Omalley (CRD# 6187667) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Calamos Advisors LLC Naperville, IL Apr 2015 - Current 1
Calamos Financial Services LLC Naperville, IL Apr 2015 - Current 1
Lincoln Financial Advisors Chicago, IL Dec 2013 - Mar 2015 1
Shallcross Financial Planning Glen Ellyn, IL Dec 2013 - Dec 2013 < 1
Northwestern Mutual Chicago, IL Apr 2013 - Oct 2013 < 1
Seven Bridges Golf Club Woodridge, IL Apr 2009 - Jun 2013 4
Bmo Harris Bank Aurora, IL Jan 2012 - Apr 2013 1
Caribou Coffee Naperville, IL Jun 2007 - Apr 2012 4
Education Naperville, IL Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Brendan G. Omalley
Phone Number: 630.245.7200
Firm Website: http://www.calamos.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    21,795
    MILLIONS
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $11,730,565
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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