Robert CiulloCRD Number: 1040561
Current Firm: Pagnatokarp Partners, LLC
Robert Ciullo (CRD# 1040561) is an Investment Advisor Representative working at Pagnatokarp Partners, LLC in Reston, VA and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Pagnatokarp Partners, LLC||Reston, VA||Dec 2017 - Current||< 1|
|Unemployed||Hamilton, VA||Sep 2017 - Nov 2017||< 1|
|Charles Schwab & Company, Inc.||Vienna, VA||Oct 2004 - Aug 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
Total Assets Under Management1,514MILLIONS
Total Number of Accounts2,052ACCOUNTS
Average Account Value$737,607
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, MD, NC, NJ, NY, OK, PA, TX, VA
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