Scott Ciullo
CRD Number: 1505596
Current Firm: Kerberrose Wealth Management, LLC
Compensation Model: Fee Only
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
CRD# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 5563529
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kerberrose Wealth Management | Marquette, MI | Dec 2020 - Current | 3 |
Apw Capital, Inc. | Marquette, MI | Dec 2020 - Current | 3 |
Lpl Financial, Llc Dba Scott Ciullo, Inc. | Marquette, MI | Jul 2011 - Dec 2020 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1986 |
S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
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Total Assets Under Management752MILLIONS
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Total Number of Accounts2,351ACCOUNTS
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Average Account Value$320,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, MI, MN, TX, WI
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