RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brent Ciliano
- Title
- Chief Investment Officerreportedfirstcitizens.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Svb Wealth independent RIA currentsince Jan 29, 2026 · Raleigh, Nc
- First Citizens Asset Management, Inc BD affiliated currentsince Sep 16, 2024 · Raleigh, Nc
- First Citizens Investor Services, Inc. BD affiliated currentsince Jun 15, 2015 · Raleigh, Nc
- Congress Capital Partners, Llp formerMar 25, 2014 to Jun 30, 2015 · Boston, Ma
- Merrill Lynch Investment Managers LP unclassifiedApr 24, 2002 to Dec 12, 2005 · Plainsboro, Nj
- Congress Capital Partners, Llp to First Citizens Investor Services, Inc.left Jun 30, 2015, registered Jun 15, 2015 (-15 days) · Other
- Merrill Lynch Investment Managers LP to Congress Capital Partners, Llpleft Dec 12, 2005, registered Mar 25, 2014 (3025 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address