Theodore Richard Agrillo

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

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

Current Employers

Employment History

• 02/2000 → 12/2023
  Lpl Financial Llc
  Bethpage, NY
• 05/2013 → 03/2026
  The Pinnacle Financial Group
  Bethpage, NY
• 02/2024 → 03/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2000 → Present
  Agrillo Financial Group
  Bethpage, NY

Previous Registrations

• 2021-08-27 → 2026-03-12
  The Pinnacle Financial Group
  Bethpage, NY
  Meadow, NY

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: MANAGE AND ADVISE CLIENTS INVESTMENT ACCOUNTS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/1996 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: AGRILLO FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2000 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL - OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIALLY MANAGE MY CLIENT'S ACCOUNTS; 4. NAME OF OTHER BUSINESS: MULTIPLEX PLANNING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMPANY USED FOR TAX PURPOSES ONLY START DATE: 01/1999 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: COMPANY USED FOR TAX PURPOSES ONLY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-04

Other Names

• Ted Agrillo
• Theodore Richard Agrillo
• Theodore Richard Agrillo