Adrian Oliver Schultes
Investment adviser representative at Raymond James Investment Management
13 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
13 years in the industry.
- Candlewood Isle Group, Inc.Jul 2019 to now
- Raymond James Investment ManagementJun 2018 to now
- Carillon Fund Distributors, Inc.Nov 2017 to now
- Carillon Tower Advisers, Inc.Nov 2017 to now
- Scout Distributors LLCApr 2013 to Nov 2017
- Umb Distribution Services, LLCApr 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4952904
- Firm CRD
- 174904