Dennis Geelan

RAYMOND JAMES INVESTMENT MANAGEMENT

Saint Augustine, FL

CRD#: 2640010

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Professional summary

Dennis Geelan, who also goes by Dennis Grant Geelan, is a registered financial advisor currently at RAYMOND JAMES INVESTMENT MANAGEMENT located in Saint Augustine, Florida and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Dennis has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis Grant Geelan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Geelan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2026 - Present

RAYMOND JAMES INVESTMENT MANAGEMENT

RIA

CRD#: 174904

Saint Augustine, FL

Current

June 12, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716

CRD#: 139749

ST. PETERSBURG, FL

Past

May 20, 2026 - June 18, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Saint Augustine, FL

Past

May 6, 2026 - June 18, 2026

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

May 30, 2025 - November 4, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/12/2026)

Alaska
(6/12/2026)

Arizona
(6/12/2026)

Arkansas
(6/12/2026)

California
(6/12/2026)

Colorado
(6/12/2026)

Connecticut
(6/12/2026)

Delaware
(6/12/2026)

District of Columbia
(6/12/2026)

Florida
(6/12/2026)

IAR

Florida
(6/29/2026)

Georgia
(6/12/2026)

Hawaii
(6/12/2026)

Idaho
(6/12/2026)

Illinois
(6/12/2026)

Indiana
(6/12/2026)

Iowa
(6/12/2026)

Kansas
(6/12/2026)

Kentucky
(6/12/2026)

Louisiana
(6/12/2026)

Maine
(6/12/2026)

Maryland
(6/12/2026)

Massachusetts
(6/12/2026)

Michigan
(6/12/2026)

Minnesota
(6/12/2026)

Mississippi
(6/12/2026)

Missouri
(6/12/2026)

Montana
(6/12/2026)

Nebraska
(6/12/2026)

Nevada
(6/12/2026)

New Hampshire
(6/12/2026)

New Jersey
(6/12/2026)

New Mexico
(6/12/2026)

New York
(6/12/2026)

North Carolina
(6/12/2026)

North Dakota
(6/12/2026)

Ohio
(6/12/2026)

Oklahoma
(6/12/2026)

Oregon
(6/12/2026)

Pennsylvania
(6/12/2026)

Rhode Island
(6/12/2026)

South Carolina
(6/12/2026)

South Dakota
(6/12/2026)

Tennessee
(6/12/2026)

Texas
(6/12/2026)

Utah
(6/12/2026)

Virginia
(6/12/2026)

Washington
(6/12/2026)

West Virginia
(6/12/2026)

Wisconsin
(6/12/2026)

Wyoming
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/20/2026

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/27/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/27/2026

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RAYMOND JAMES INVESTMENT MANAGEMENT

CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT

CRD#: 174904 / SEC#: 801-100356

RIA

Registered Investment Advisory firm - (7/6/2015 Approved)

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Contact information

Main Address

780 Carillon Parkway, St Petersburg, FL 33716

Mailing Address

880 Carillon Parkway, St Petersburg, FL 33716

Phone number

(800) 521-1195

Established

Firm type

Fiscal year end

# of Employees

175

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RAYMOND JAMES INVESTMENT MANAGEMENT FORM ADV PART 2A-2B-3 (12/12/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 16,864,326,714

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dennis Geelan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Geelan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARILLON FUND DISTRIBUTORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

LORD ABBETT DISTRIBUTOR LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

QUICK & REILLY, INC.

Primary Firm SEC Registration

RAYMOND JAMES INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/20/2026

Series 65

Date: 5/27/2025

Series 7TO

Date: 5/6/2026

SIE

Date: 2/27/2026

Series 7

Date: 9/19/1995

FINRA

Current Firm

RAYMOND JAMES INVESTMENT MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RAYMOND JAMES INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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