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Brandon Michael Castle

Investment adviser representative at Raymond James Investment Management
12 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

12 years in the industry.

  1. Raymond James Investment ManagementApr 2025 to now
  2. Carillon Fund Distributors, IncApr 2024 to now
  3. Carillon Tower Advisers, Inc.Apr 2024 to now
  4. Raymond James & Associates, IncJul 2021 to Apr 2024
  5. Smoothie King UnitedOct 2020 to Jul 2021
  6. Eckerd CollegeAug 2017 to May 2021
  7. Deland High SchoolApr 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7410612
Firm CRD
174904
Advisor's SEC record (opens in a new tab)
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