Patrick Coffey is a registered investment advisor, based in Chicago, IL, with 4 years of industry experience.
Location
215 N. Peoria Street #600, Chicago, IL, 60607
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Calamos Financial Services LLCBroker
December 2025 - Present · 5 mos
Calamos Advisors LLC
December 2025 - Present · 5 mos
Previous Registrations
Mesirow Financial Investment Management, INC.
February 2024 - December 2025 · 1 yr 10 mos
Mesirow Financial, INC.Broker
February 2024 - December 2025 · 1 yr 10 mos
Morgan Stanley
November 2021 - February 2024 · 2 yrs 3 mos
Morgan StanleyBroker
November 2021 - February 2024 · 2 yrs 3 mos
Charles Schwab & CO., INC.
July 2021 - October 2021 · 3 mos
Charles Schwab & CO., INC.Broker
June 2021 - October 2021 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.