AdFi
BM

Brandon Michael Castle

Investment Adviser Representative at Raymond James Investment Management

St Petersburg, FLCRD #7410612Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Michael Castle is an investment adviser representative with Raymond James Investment Management in St Petersburg, FL, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

780 Carillon Parkway
St Petersburg, FL 33716

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
52 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/28/2025
Series 7
General Securities Representative Examination
Passed 5/24/2024
SIE
Securities Industry Essentials Examination
Passed 2/9/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James Investment ManagementCurrent
4/3/2025 – St Petersburg, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Carillon FUND Distributors, Inc
    Apr 2024 – no end date reportedSaint Petersburg, FL
  2. Raymond James & Associates, INC
    Jul 2021 – Apr 2024Saint Petersburg, FL
  3. Smoothie King United
    Oct 2020 – Jul 2021Deland, FL
  4. Eckerd College
    Aug 2017 – May 2021Saint Petersburg, GA
  5. Deland High School
    Apr 2014 – May 2017Deland, FL
  6. Carillon Tower Advisers, Inc.
    Apr 2024 – no end date reportedSaint Petersburg, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Raymond James Investment Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Raymond James Investment Management offers actively managed ETFs, investment solutions from affiliate boutique partners, and capabilities for investors seeking Environmental, Social, and Governance (ESG) and Socially Responsible strategies, delivered through separate accounts, commingled funds, and mutual funds.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm areas of expertise
Active ManagementETFsESGSocially Responsible InvestingFixed IncomeEquity StrategiesAsset ManagementMacro InvestingInstitutional InvestingIndividual Investing

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled Vehicles

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
31
Offices listed on AdvisorFinder:
3
Main office:
St Petersburg, FL
SEC file number:
801-100356

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 26, 2026

View full firm profile

Other advisors at Raymond James Investment Management

Showing 12 of 31 in the directory

View Raymond James Investment Management firm profile

Similar advisors in St Petersburg, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Michael Castle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched