Matthew B. Calos

RAYMOND JAMES INVESTMENT MANAGEMENT

Pittsburgh, PA

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CRD#: 6430576

Professional summary

Matthew Benjamin Calos, who also goes by Matthew B Calos, is a registered financial advisor currently at RAYMOND JAMES INVESTMENT MANAGEMENT located in Pittsburgh, Pennsylvania and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew B Calos

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 Matthew Benjamin Calos'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

October 17, 2025 - Present

RAYMOND JAMES INVESTMENT MANAGEMENT

RIA

CRD#: 174904

Pittsburgh, PA

Current

December 13, 2023 - Present

CARILLON FUND DISTRIBUTORS, INC.

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

CRD#: 139749

St. Petersburg, FL

Past

February 20, 2020 - October 31, 2023

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

La Jolla, CA

Past

February 11, 2020 - October 31, 2023

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

April 19, 2017 - January 17, 2020

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

March 14, 2016 - January 17, 2020

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

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)

State Registrations and Notice Filings

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
(11/6/2025)

Alaska
(11/6/2025)

Arizona
(11/6/2025)

Arkansas
(11/6/2025)

California
(11/6/2025)

Colorado
(11/6/2025)

Connecticut
(11/6/2025)

Delaware
(11/6/2025)

District of Columbia
(11/6/2025)

Florida
(12/13/2023)

Georgia
(11/6/2025)

Hawaii
(11/6/2025)

Idaho
(11/6/2025)

Illinois
(11/6/2025)

Indiana
(11/6/2025)

Iowa
(11/6/2025)

Kansas
(11/6/2025)

Kentucky
(11/6/2025)

Louisiana
(11/6/2025)

Maine
(12/13/2023)

Maryland
(11/6/2025)

Massachusetts
(12/13/2023)

Michigan
(11/6/2025)

Minnesota
(11/6/2025)

Mississippi
(11/6/2025)

Missouri
(11/6/2025)

Montana
(11/6/2025)

Nebraska
(11/6/2025)

Nevada
(11/6/2025)

New Hampshire
(12/13/2023)

New Jersey
(12/13/2023)

New Mexico
(11/6/2025)

New York
(12/13/2023)

North Carolina
(11/6/2025)

North Dakota
(11/6/2025)

Ohio
(12/14/2023)

Oklahoma
(11/6/2025)

Oregon
(11/6/2025)

Pennsylvania
(12/13/2023)

IAR

Pennsylvania
(10/17/2025)

Rhode Island
(11/6/2025)

South Carolina
(11/6/2025)

South Dakota
(11/6/2025)

Tennessee
(11/6/2025)

Texas
(11/6/2025)

Utah
(11/6/2025)

Virginia
(11/6/2025)

Washington
(11/6/2025)

West Virginia
(12/13/2023)

Wisconsin
(11/6/2025)

Wyoming
(11/6/2025)

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

IAR

Series 66

Date: 11/7/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2016

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

173

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 2 DECEMBER 2024 (12/11/2024)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 16,378,977,378

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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Firm Stability Insights

Matthew B. Calos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Benjamin Calos's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARILLON FUND DISTRIBUTORS, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

RAYMOND JAMES INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2016

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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