Gregory Whitehead
Gregory Whitehead is a registered investment advisor at Calamos Wealth Management LLC, based in New York, NY, with 14 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,308 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Rates shown are for the Wealth Advisory Program. The Calamos Managed Mutual Fund Program uses a separate lower schedule ranging from 0.20% to 0.50%. Fees are negotiable.
Fee Estimator
Location
50 Rockefeller Plaza #1600, New York, NY, 10020
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory co-owns rental property in Chester, NJ, since 2020. He is also a partner in ADK Escapes, LLC, co-owning land for vacation rental development since 2021; both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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