Carillon Fund Distributors, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
193
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 corporation registered with the SEC in 2006 and is classified as a fund distributor rather than an investment manager or capital allocator. Publicly available filings characterize the entity as focused on fund distribution activity; it is not listed as an adviser and does not identify advisory or portfolio-management businesses. Ownership is indicated as a mix of domestic entities and individual owners. The firm is not identified as an active ESG investor.

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
  • Chris Cullen

    Chris Cullen

    EVP, Chief Distribution OfficerCRD 4880348

  • Damian Sousa

    Damian Sousa

    Chief Compliance OfficerCRD 2061882

  • Matthew Orton

    Matthew Orton

    Chief Market StrategistCRD 5157324

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Contacts

3 of 188
  • Tsvetelina Georgiev

    Tsvetelina Georgiev

    DirectorCRD 5130225

  • Noah Howard

    Noah Howard

    Investment ConsultantCRD 5248287

  • Peter Lydzinski

    Peter Lydzinski

    Director, Senior Compliance ManagerCRD 4459773

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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