AC
CFP
AC
CFP

Angelo Ciliento

39 Years of Experience
Scottsdale, AZ
Broker

Angelo Ciliento is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Scottsdale, AZ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

14648 N Scottsdale Rd, Ste 175, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Angelo is a 50% owner of Mondello Inc DBA Brush Bar, an art studio. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2021 - Present · 4 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2009 - November 2021 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - November 2021 · 12 yrs 9 mos
UBS Financial Services INC.
October 2008 - March 2009 · 5 mos
UBS Financial Services INC.Broker
January 2001 - March 2009 · 8 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
December 1998 - February 2001 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1988 - December 1998 · 10 yrs 4 mos
Yaeger Securities, INC.Broker
July 1988 - August 1988 · 1 mo
Fitzgerald, Dearman & Roberts, INC.Broker
February 1987 - January 1990 · 2 yrs 11 mos
Blinder, Robinson & Co.,inc.Broker
August 1986 - February 1987 · 6 mos
State Registrations9 states
AZCACOFLMTNJNYTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.