CARILLON FUND DISTRIBUTORS, INC.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
180
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 registered with the SEC in 2006. FINTRX classifies the firm as "Unclassified" and lists its owner type as a combination of domestic entity and individual. The firm's profile indicates it does not act as a capital allocator and it is not identified as an active ESG investor. The record also flags the firm as not a multi-state adviser, not a pension consultant, not a newly formed adviser, and not a related adviser. Several typical disclosure fields in the FINTRX snapshot are not populated for this firm: client base, fee structure, business activities and advisory activities are not listed in the available record.

Assets & Accounts

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 4
  • KATHERINE LARSON

    Chief Accounting OfficerCRD 5323150

  • DAMIAN SOUSA

    Chief Compliance OfficerCRD 2061882

  • MATTHEW ORTON

    Chief Market StrategistCRD 5157324

Unlock 1 more executives

Contacts

3 of 176
  • Emily Wynne

    Registered RepresentativeCRD 7720086

  • RONALD GILLIS

    Registered AssociateCRD 6386135

  • MELISSA PHILLIPS

    Registered RepresentativeCRD 4358703

Unlock 173 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