Unclaimed Profile

Richard John Rossi

CARILLON TOWER ADVISERS, INC.·ST PETERSBURG, Florida

Series 26, Series 7, Series 65, Series 63Clean recordCARILLON TOWER ADVISERS, INC.

880 CARILLON PARKWAY, ST PETERSBURG, FL 33716CRD# 1291357Firm CRD# 174904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard John Rossi · ST PETERSBURG, FL

Registration

CRD #1291357 · CARILLON TOWER ADVISERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard John Rossi is a registered financial advisor based in ST PETERSBURG, Florida, affiliated with CARILLON TOWER ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CARILLON TOWER ADVISERS, INC.

RAYMOND JAMES INVESTMENT MANAGEMENT

AUM

$16.4B

Regulatory assets under management

Employees

173

Total firm employees

View all advisors at CARILLON TOWER ADVISERS, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1291357

Firm CRD# 174904

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard John Rossi offer?

Richard John Rossi specializes in Investment Management, Retirement Planning. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Richard John Rossi's credentials?

Richard John Rossi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard John Rossi located?

Richard John Rossi is based in ST PETERSBURG, Florida, working with CARILLON TOWER ADVISERS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Richard John Rossi charge for services?

Richard John Rossi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARILLON TOWER ADVISERS, INC.?

CARILLON TOWER ADVISERS, INC. has approximately 173 employees and manages $16.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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