Charles V Bilello

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 01/2019
  Pension Partners
  New York, NY
• 04/2019 → 12/2022
  Compound Capital Advisors, Llc
  New York, NY
• 01/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-09-16 → 2022-12-31
  Compound Capital Advisors, Llc
  Great Neck, NY

Other Businesses

Charlie Bilello; Manhasset, NY; is not investment related; Content Provider; start date 1/1/2022; 1 hour per month/0 hours during trading hours; Duties - Provide Market education through personal blog, email newsletter, Twitter account and YouTube channel. There are sponsors for the different platforms and has the ability to monetize with advertising.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-25