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RIA / WealthAdvisorChartered Financial Consultant27 years in industry

ROBERT EVERETT CIULLO

Advisor at MARINER INDEPENDENT

Oak Island, NC

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Search this name across graphsid dfx:ria:c3dae743-18fb-90d9-5ceb-29b50eb2d1fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 19, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER INDEPENDENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: May 6, 1999
First registration: Oct 19, 2004
Dual registered: no
Other names: BOB CIULLO
IAPD individual key: 1040561

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARINER INDEPENDENT	Independent wealth	Apr 1, 2024	n/a	yes	Oak Island, NC	Current employment
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Apr 11, 2022	Dec 6, 2022	no	DEERFIELD, IL\|Oak Island, NC	Previous registration
CREATIVE PLANNING	Independent wealth	Apr 15, 2021	Aug 10, 2021	no	MCLEAN, VA\|OVERLAND PARK, KS	Previous registration
SBSB FINANCIAL ADVISORS	Former SEC adviser	Mar 11, 2021	Apr 13, 2021	no	MCLEAN, VA	Previous registration
PAGNATOKARP PARTNERS, LLC	Former SEC adviser	Dec 1, 2017	Feb 19, 2019	no	Reston, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 3, 2007	Aug 9, 2017	no	Radnor, PA\|New York City, NY\|Vienna, VA\|Radnor, PA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 3, 2004	Jun 22, 2006	no	VIENNA, VA\|Tysons Corner, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 19, 2004	Nov 3, 2004	no	WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALERA INVESTMENT ADVISORS, LLC	MARINER INDEPENDENT	Dec 6, 2022	Apr 1, 2024	482	Firm change after gap	RIA to RIA
CREATIVE PLANNING	ALERA INVESTMENT ADVISORS, LLC	Aug 10, 2021	Apr 11, 2022	244	Firm change	RIA to RIA
SBSB FINANCIAL ADVISORS	CREATIVE PLANNING	Apr 13, 2021	Apr 15, 2021	2	Firm change	RIA to RIA
PAGNATOKARP PARTNERS, LLC	SBSB FINANCIAL ADVISORS	Feb 19, 2019	Mar 11, 2021	751	Firm change after gap	RIA to RIA
CHARLES SCHWAB & CO., INC.	PAGNATOKARP PARTNERS, LLC	Aug 9, 2017	Dec 1, 2017	114	Firm change	Other
UBS FINANCIAL SERVICES INC.	CHARLES SCHWAB & CO., INC.	Nov 3, 2004	Nov 3, 2004	0	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109732:105348:VA:2021-04-13	Apr 13, 2021	Apr 15, 2021	MCLEAN, VA	Firm change

Relationships

Registered with (7)

→ MARINER INDEPENDENTRegistered adviserregistration: current employment
Apr 1, 2024 to presentfactForm ADV
→ ALERA INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 11, 2022 to Dec 6, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Apr 15, 2021 to Aug 10, 2021factForm ADV
→ SBSB FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 11, 2021 to Apr 13, 2021factForm ADV
→ PAGNATOKARP PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 1, 2017 to Feb 19, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 3, 2007 to Aug 9, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 19, 2004 to Nov 3, 2004factForm ADV

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
Robert Everett Ciullo left Alera Investment Advisors, Llc for Mariner Independent (registered 2024-04-01)
Form ADVobserved 6 days ago