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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

Marc Ordona

Advisor at CALAMOS WEALTH MANAGEMENT LLC

NAPERVILLE, IL | San Francisco, CA

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Search this name across graphsid dfx:ria:4ab84cfe-602b-1b33-a0c5-d35b2d0aad62

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 21, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CALAMOS WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63|S66
First exam: Mar 21, 2007
First registration: Jun 21, 2018
Dual registered: no
Other names: MARC ORDONA|Marc Jason Ordona
IAPD individual key: 2961413

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Sep 20, 2023	n/a	yes	San Francisco, CA\|NAPERVILLE, IL	Current employment
IDB LIDO WEALTH, LLC	Bank affiliated wealth	Jun 4, 2023	Sep 12, 2023	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
Lido	Independent wealth	Sep 16, 2020	Sep 12, 2023	no	LOS ANGELES, CA\|NEW YORK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Jun 21, 2018	Sep 17, 2020	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Lido	IDB LIDO WEALTH, LLC	Sep 12, 2023	Jun 4, 2023	-100	Firm change after gap	RIA to new firm
IDB LIDO WEALTH, LLC	CALAMOS WEALTH MANAGEMENT LLC	Sep 12, 2023	Sep 20, 2023	8	Firm change	Other
MORGAN STANLEY	Lido	Sep 17, 2020	Sep 16, 2020	-1	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 20, 2023 to presentfactForm ADV
→ LIDORegistered adviserregistration: previous registration
Sep 16, 2020 to Sep 12, 2023factForm ADV
→ IDB LIDO WEALTH, LLCRegistered adviserregistration: previous registration
Jun 4, 2023 to Sep 12, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 21, 2018 to Sep 17, 2020factForm ADV

Dated events

Occurred
Sep 12, 2023
Advisor changed firm
Marc Ordona left Idb Lido Wealth, Llc for Calamos Wealth Management Llc (registered 2023-09-20)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2023
Advisor changed firm
Marc Ordona left Lido for Idb Lido Wealth, Llc (registered 2023-06-04)
Form ADVobserved 6 days ago