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 corporate fund distributor that has been SEC-registered since 2006. The firm is structured as a domestic entity with individual ownership and is classified specifically as a fund distributor rather than an investment manager or allocator. The firm does not act as a capital allocator, is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The source data does not describe advisory services, fee schedules, client segments, or day-to-day business activities, which aligns with its classification focused on fund distribution rather than portfolio management or advisory oversight.

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 187
  • 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