Skip to content

Thomas Cattolico

Investment adviser representative at Raymond James Investment Management
11 yearsExperience
1 stateRegistered in
$16.9BFirm assets
11 yearsFirm in business

Are you Thomas Cattolico? Claim your profile

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.

  1. Raymond James Investment ManagementApr 2025 to now
  2. Carillon Tower Advisers, Inc.Apr 2025 to now
  3. Raymond James & Associates, Inc.Apr 2025 to now
  4. UnemployedJun 2024 to Mar 2025
  5. Commonwealth Financial NetworkMay 2023 to May 2024
  6. Foundations Financial PartnersMay 2023 to May 2024
  7. Securian Financial Services IncMar 2023 to May 2023
  8. Vam Partners - Foundations Financial - Mckc LLCJan 2023 to May 2023
  9. Oak & Stone Capital AdvisorsJun 2022 to Aug 2022
  10. Florida State UniversityAug 2020 to Dec 2022
  11. Jaguar Range Rover Main LineSep 2019 to Dec 2019
  12. West Chester UniversityAug 2018 to May 2020
  13. Archbishop Wood High SchoolDec 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7561169
Firm CRD
174904
Advisor's SEC record (opens in a new tab)
CallContact this firm