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Angelo Ciliento

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

CRD 1551257

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Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-11-03
TX RA APPROVED 2021-10-26
  • AZ RA
    APPROVED
    Since 2021-11-03
  • TX RA
    APPROVED
    Since 2021-10-26

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Scottsdale AZ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Scottsdale AZ 11/2016 10/2021
Baird Scottsdale AZ 10/2021 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Scottsdale, AZ
  • 11/2016 → 10/2021
    Wells Fargo Clearing Services, Llc
    Scottsdale, AZ
  • 10/2021 → Present
    Baird
    Scottsdale, AZ
Previous Registrations
Other Businesses

50% OWNER OF MONDELLO INC DBA Brush Bar (ART STUDIO), NON INVESTMENT RELATED, SCOTTSDALE AZ, 0 HOURS PER MONTH, 0 DUTIES, START 07/11

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-06
S63 Uniform Securities Agent State Law Examination 1986-09-04
  • S65 Uniform Investment Adviser Law Examination
    2009-02-06
  • S63 Uniform Securities Agent State Law Examination
    1986-09-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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