Unclaimed Profile

Robert Everett Ciullo

PAGNATOKARP PARTNERS, LLC·RESTON, Virginia

Series 6, Series 7, Series 24, Series 26, Series 63, Series 66ChFCClean record21 years registeredPAGNATOKARP PARTNERS, LLC

11951 FREEDOM DRIVE, RESTON, VA 20190CRD# 1040561Firm CRD# 282298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Everett Ciullo · RESTON, VA

Registration

CRD #1040561 · PAGNATOKARP PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MARINER INDEPENDENT

Apr 2024 – present

ALERA INVESTMENT ADVISORS, LLC

Apr 2022 – Dec 2022

Oak Island, NC

CREATIVE PLANNING

Apr 2021 – Aug 2021

MCLEAN, VA

SBSB FINANCIAL ADVISORS

Mar 2021 – Apr 2021

MCLEAN, VA

PAGNATOKARP PARTNERS, LLC

Dec 2017 – Feb 2019

Reston, VA

CHARLES SCHWAB & CO., INC.

Aug 2007 – Aug 2017

VIENNA, VA

CHARLES SCHWAB & CO., INC.

Nov 2004 – Jun 2006

VIENNA, VA

UBS FINANCIAL SERVICES INC.

Oct 2004 – Nov 2004

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · October 19, 2004

Years registered · 21

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAGNATOKARP PARTNERS, LLC

CRD 282298 · SEC 801-107028

AUM

$2.2B

Regulatory assets under management

Employees

2,621 client accounts

Services offered by PAGNATOKARP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAGNATOKARP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Everett Ciullo offer?

Robert Everett Ciullo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Robert Everett Ciullo's credentials?

Robert Everett Ciullo holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Everett Ciullo located?

Robert Everett Ciullo is based in RESTON, Virginia, working with PAGNATOKARP PARTNERS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Robert Everett Ciullo charge for services?

Robert Everett Ciullo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAGNATOKARP PARTNERS, LLC?

PAGNATOKARP PARTNERS, LLC has approximately 27 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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