Robert Everett Ciullo

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2004 → 08/2017
  Charles Schwab & Co., Inc.
  Vienna, VA
• 12/2017 → 03/2019
  Pagnatokarp Partners, Llc
  Reston, VA
• 09/2017 → 11/2017
  Unemployed
  Hamilton, VA
• 03/2019 → 04/2021
  Sbsb Financial Advisors
  Mclean, VA
• 04/2021 → 08/2021
  Creative Planning, Llc.
  Overland Park, KS
• 08/2021 → 03/2022
  Devoe & Company
  San Francisco, CA
• 03/2022 → 03/2024
  Alera Group
  Deerfield, IL
• 06/2022 → 03/2024
  Triad Advisors
  Norcross, GA
• 03/2024 → Present
  Mariner Independent
  Overland Park, KS

Previous Registrations

• 2022-04-11 → 2022-12-06
  Alera Investment Advisors, Llc
  Deerfield, IL
  Oak Island, NC
• 2021-04-15 → 2021-08-10
  Creative Planning
  Mclean, VA
  Overland Park, KS
• 2021-03-11 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
• 2017-12-01 → 2019-02-19
  Pagnatokarp Partners, Llc
  Reston, VA
• 2007-08-03 → 2017-08-09
  Charles Schwab & Co., Inc.
  Radnor, PA
  New York City, NY
  Vienna, VA
  Radnor, PA
• 2004-11-03 → 2006-06-22
  Charles Schwab & Co., Inc.
  Vienna, VA
  Tysons Corner, VA
• 2004-10-19 → 2004-11-03
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

Oak Island; Not investment related, Oak Island, NC, Town Council Member, Start date: 11/7/2023, 8 hours per month, 4 hours during trading hours, Make governmental decisions, 4 year term.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-13
• S63 Uniform Securities Agent State Law Examination
  1999-05-06

Designations

• Chartered Financial Consultant

Other Names

• Bob Ciullo