Ameriprise Financial Services
28yrs
Top 18% by experience in North Carolina
27yrs
Robert Ciullo has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Oak Island, North Carolina. Robert has been with Mariner Independent since 2024; before that, Robert spent a year at Alera Investment Advisors and less than a year at Creative Planning. Robert holds the ChFC designation.
One of 3 advisors with offices in Oak Island, and one of 3 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 16% by experience at Mariner Independent
OfficeOak Island, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm120
States licensed ?1 state
Services through Mariner Independent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMariner IndependentCurrent firm
- Apr 2022 – Dec 2022Alera Investment Advisors, LLCPreviously
- Apr 2021 – Aug 2021Creative PlanningPreviously
- Mar 2021 – Apr 2021SBSB Financial AdvisorsPreviously
- Dec 2017 – Feb 2019Pagnatokarp Partners, LLCPreviously
- 2007 – 2017Charles Schwab & CO., Inc.Previously
- Nov 2004 – Jun 2006Charles Schwab & CO., Inc.Previously
- Oct 2004 – Nov 2004UBS Financial Services Inc.Previously
Contact Robert
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Robert. Oak Island, NCOffice · Get directions LinkedIn pageMariner IndependentIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Mariner Independent at (913) 904-5700 and ask for Robert Ciullo. Robert works from the Oak Island, NC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 16% by experience at Mariner Independent.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Mariner Independent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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