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.
Elizabeth Rose Cillo
- Title
- Partner, Director of Portfolio & Wealth Advisoryreportedbbrpartners.comfirm site, Sep 15, 2026
- Designations
- CFPreportedbbrpartners.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Partner, Director of Portfolio & Wealth Advisory”reportedbbrpartners.comthe sentence on the bio page
- Professional profile
- bbrpartners.com/people/liz-r-cilloreportedbbrpartners.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.
- Bbr Partners, LLC independent RIA currentsince Mar 17, 2021 · New York, Ny
- Capital Bank And Trust Company asset managerJan 19, 2016 to Sep 17, 2018 · Irvine, Ca
- Capital Guardian Trust Company formerAug 31, 2015 to Jan 19, 2016 · New York, Ny
- Lord, Abbett & Co. LLC asset managerFeb 11, 2011 to Sep 30, 2014 · Jersey City, Nj
- Janney Montgomery Scott LLC BD affiliatedFeb 11, 2009 to Jul 27, 2010 · Marlton, Nj
- Wells Fargo Advisors wirehouseOct 9, 2008 to Feb 12, 2009 · Marlton, Nj
- Capital Bank And Trust Company to Bbr Partners, LLCleft Sep 17, 2018, registered Mar 17, 2021 (912 days) · Other
- Capital Guardian Trust Company to Capital Bank And Trust Companyleft Jan 19, 2016, registered Jan 19, 2016 (0 days) · corporate re-registration, not a move
- Lord, Abbett & Co. LLC to Capital Guardian Trust Companyleft Sep 30, 2014, registered Aug 31, 2015 (335 days) · Other
- Janney Montgomery Scott LLC to Lord, Abbett & Co. LLCleft Jul 27, 2010, registered Feb 11, 2011 (199 days) · Other
- Wells Fargo Advisors to Janney Montgomery Scott LLCleft Feb 12, 2009, registered Feb 11, 2009 (-1 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address