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Robert Bennett

CARILLON FUND DISTRIBUTORS
St. Petersburg, FL 33716
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CRD#: 5079505
RB

Professional summary


Robert Bennett, who also goes by Robert Steven Bennett Jr, Robert Steven Bennett, is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 4 firms and has passed the SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Steven Bennett Jr | Robert Steven Bennett

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) - BD


Click below to view Robert Bennett's 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

May 15, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716
BD
CRD#: 139749
St. Petersburg, FL
Past

April 15, 2014 - April 23, 2026

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

April 29, 2013 - April 8, 2014

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

January 28, 2008 - April 13, 2011

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

March 2, 2006 - March 7, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BETHESDA, MD

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CARILLON FUND DISTRIBUTORS, INC.
CARILLON FUND DISTRIBUTORS, INC. | HERITAGE FUND DISTRIBUTORS INC. | EAGLE FUND DISTRIBUTORS, INC.

CRD#: 139749 / SEC#: , 8-67244

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-8143
Established
Florida since 05/12/2005
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
EAGLE ASSET MANAGEMENT INCPARENT COMPANY110653
EDWARDS, CHARLES MICHAELDIRECTOR5342028
GEORGIEV, TSVETELINA ELKOVACCO5130225
GERVAIS, BRYAN LCFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR5286391
LILLIAN, JORDAN ALEXANDERCEO, PRESIDENT, DIRECTOR5444726
SOUSA, DAMIAN DANIELDIRECTOR2061882
WALZER, SUSAN LAVELLEDIRECTOR2976646

Red Flags


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

Company Information


CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749St. Petersburg, FL 33716

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