Dennis Geelan
Investment adviser representative at Raymond James Investment Management
14 yearsExperience
1 stateRegistered in
$16.9BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Raymond James Investment ManagementJun 2026 to now
- Carillon Fund Distributors, Inc.Jun 2026 to now
- Carillon Tower Advisers, IncNov 2025 to now
- Raymond James & Associates, IncNov 2025 to Jun 2026
- Wealth Enhancement Advisory ServicesMay 2025 to Nov 2025
- Wealth Enhancement GroupMar 2025 to Nov 2025
- UnemployedAug 2024 to Mar 2025
- VettafiJan 2024 to Jul 2024
- UnemployedJan 2023 to Dec 2023
- Ftse RussellJan 2019 to Jan 2023
- UnemployedAug 2018 to Dec 2018
- State Street Global Advisors Trust CompanyJan 2017 to Jul 2018
- State Street Global Advisors Funds Distributors LLCNov 2012 to Jul 2018
- State Street Global AdvisorsNov 2012 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Investment Management
Legal name: Carillon Tower Advisers, Inc.
$16.9BAssets managed
5Clients
31Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2640010
- Firm CRD
- 174904