Scott Steele, financial advisor Naperville IL
93 score

Scott Steele

CRD Number: 1968665
Current Firm: Calamos Advisors LLC

Scott Steele (CRD# 1968665) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Calamos Financial Services LLC Naperville, IL Jun 2006 - Current 10
Calamos Advisors LLC Naperville, IL Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Scott M. Steele
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
93
Clean Record
This advisor has a clean track record with regulators.

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