Robert Ciullo is a ChFC-designated registered investment advisor at Mariner Independent, based in Oak Island, NC, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
Oak Island, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a Town Council Member in Oak Island, NC, since November 2023. This non-investment related activity takes a few hours per week, with some time during trading hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Triad Advisors LLCBroker
Alera Investment Advisors, LLC
Creative Planning
Sbsb Financial Advisors
Pagnatokarp Partners, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.