Carillon Fund Distributors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
192
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 U.S.-organized corporation that functions as a fund distributor rather than an investment manager or allocator. The firm has been SEC-registered since 2006 and appears structured as a domestic entity with individual ownership interests. Public records indicate it does not act as a capital allocator, is not organized as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Carillon Fund Distributors, Inc. does not report being an active ESG investor. Other typical advisory and business-activity details were not provided in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

Unlock 2 more executives

Contacts

3 of 187
  • Emily Wynne

    Emily Wynne

    Registered RepresentativeCRD 7720086

  • Ronald Gillis

    Registered AssociateCRD 6386135

  • Melissa Phillips

    Registered RepresentativeCRD 4358703

Unlock 184 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth