RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• C•••••
- Title
- Senior Vice President, Senior Wealth Advisorreportedwm.calamos.comfirm site, Sep 15, 2026
- Designations
- CEPAreportedwm.calamos.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedwm.calamos.com“As a Certified Exit Planning Advisor® (CEPA®) M•••••• brings 25 years of experience counseling wealthy clients and is driven by his passion to help entrepreneurs, business owners, corporate executives, and multi-generational families preser”
- Professional profile
- wm.calamos.com/our-team/michael-cooneyreportedwm.calamos.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•••••• W••••• M••••••••• L•• independent RIA currentsince Jun 2, 2026 · Chicago, Il
- N•••••••• P•••••••• L•• independent RIAJul 28, 2025 to Jun 1, 2026 · Minneapolis, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 10, 2021 to Jul 1, 2025 · Chicago, Il
- W•••• F•••• A••••••• wirehouseAug 8, 2019 to Oct 4, 2021 · Tarpon Springs, Fl
- J••• M••••• S••••••••• L•• wirehouseMar 25, 2010 to May 15, 2012 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 9, 2009 to Apr 8, 2010 · Chicago, Il
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJul 27, 2004 to Sep 10, 2009 · Chicago, Il
- U•• F•••••••• S••••••• I••• wirehouseSep 3, 2002 to Jul 23, 2004 · Chicago, Il
- N•••••••• P•••••••• L•• to C•••••• W••••• M••••••••• L••left Jun 1, 2026, registered Jun 2, 2026 (1 days) · RIA to RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N•••••••• P•••••••• L••left Jul 1, 2025, registered Jul 28, 2025 (27 days) · Wirehouse to independent RIA
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 4, 2021, registered Nov 10, 2021 (37 days) · Wirehouse to wirehouse
- J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••left May 15, 2012, registered Aug 8, 2019 (2641 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Apr 8, 2010, registered Mar 25, 2010 (-14 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 10, 2009, registered Oct 9, 2009 (29 days) · Other
- U•• F•••••••• S••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jul 23, 2004, registered Jul 27, 2004 (4 days) · Other
- M•••••• C••••• left N•••••••• P•••••••• L•• for C•••••• W••••• M••••••••• L•• (registered 2026-06-02)Jun 1, 2026 · Advisor changed firm · fact
- M•••••• C••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for N•••••••• P•••••••• L•• (registered 2025-07-28)Jul 1, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address