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KV

Kade J. Vasi

CARILLON FUND DISTRIBUTORS
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 5944223
KV

Professional summary

Kade J Vasi, CIMA®, CPWA®, who also goes by Kade J Vasi, Kade Jenkins Vasi, is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Kade is registered as a RR (Registered Representative) and started their career in finance in 2012. Kade has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kade J Vasi | Kade Jenkins Vasi

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 Kade J Vasi'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®
CIMA®

Certified Investment Management Analyst

CPWA®

Certified Private Wealth Advisor

Start date: 2019-01-04

Expire date: 2023-10-31

Experience

Current

May 7, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

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

March 23, 2021 - April 23, 2026

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

May 25, 2019 - January 15, 2021

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

April 18, 2016 - May 25, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO
Past

April 6, 2015 - March 14, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
NEW YORK, NY
Past

April 2, 2015 - March 14, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
NEW YORK, NY
Past

May 2, 2012 - April 3, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BALA CYNWYD, PA
Past

March 5, 2012 - April 3, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BALA CYNWYD, PA

State Registrations and Notice Filings

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

RR
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

RR
Colorado
(5/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/2014
General Securities Principal Examination
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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.

Company Information

CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749St. Petersburg, FL 33716

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