Mark Rabinovich, financial advisor New York NY

Mark Rabinovich

CRD Number: 4683265
Current Firm: Calamos Wealth Management LLC

Mark Rabinovich (CRD# 4683265) is an Investment Advisor Representative working at Calamos Wealth Management LLC in New York, NY and has over 17 years of experience in the finance industry. Mark Rabinovich 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 put clients' 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 Naperville, IL Jul 2018 - Current 3
Neuberger Berman, LLC New York, NY Sep 2004 - Jul 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Mark Rabinovich
Phone Number: 630.245.7200
Registered State(s):
  • IL
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    2,606
    MILLIONS
  • Total Number of Accounts
    2,492
    ACCOUNTS
  • Average Account Value
    $1,045,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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