Carillon Fund Distributors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
188
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
139749
Registered since
July 13, 2006

Firm profile

FINTRX

Overview

Carillon Fund Distributors, Inc. is a corporate entity that has been registered with the SEC since 2006. The firm is listed with a domestic entity and individual ownership structure and is classified as Unclassified in the available snapshot. Key firm attributes reported include that it is not a capital allocator, it does not identify as an active ESG investor, and it is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The source does not provide descriptions of advisory activities, specific business lines, or product offerings. The combination of attributes—particularly the absence of advisory, pension consulting, or capital-allocation roles—aligns with an organizational profile focused on distribution or corporate functions rather than on managing client portfolios, although the record contains no explicit service-level detail.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Katherine Larson

    Katherine Larson

    Chief Accounting OfficerCRD 5323150

  • Damian Sousa

    Damian Sousa

    Chief Compliance OfficerCRD 2061882

  • Matthew Orton

    Matthew Orton

    Chief Market StrategistCRD 5157324

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Contacts

3 of 183
  • Emily Wynne

    Emily Wynne

    Registered RepresentativeCRD 7720086

  • Ronald Gillis

    Registered AssociateCRD 6386135

  • Melissa Phillips

    Registered RepresentativeCRD 4358703

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
880 Carillon Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth