Matthew Benjamin Calos
Investment adviser representative at Raymond James Investment Management
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Raymond James Investment ManagementOct 2025 to now
- Carillon Fund Distributors, IncNov 2023 to now
- Carillon Tower Advisers, Inc.Nov 2023 to now
- John HancockFeb 2020 to Nov 2023
- John Hancock Investment Management Distributors LLCFeb 2020 to Nov 2023
- Eaton Vance Distributors, Inc.Jan 2015 to Feb 2020
- Eaton Vance ManagementJan 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NH, PA).
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
- 6430576
- Firm CRD
- 174904