BC
CFA
BC
CFA

Brent Ciliano

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

8540 Colonnade Center Drive, Raleigh, NC, 27615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brent is a member of the board of directors for First Citizens Asset Management, where he builds portfolios and selects investments for clients. He dedicates a few hours per week to this role and receives no compensation.

Employment History
Current Registrations
First Citizens Asset Management, INC
September 2024 - Present · 1 yr 5 mos
First Citizens Investor Services, INC.
June 2015 - Present · 10 yrs 8 mos
First Citizens Investor Services, INC.Broker
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Congress Capital Partners, LLP
March 2014 - June 2015 · 1 yr 3 mos
Quasar Distributors, LLCBroker
August 2012 - May 2015 · 2 yrs 9 mos
Goldman, Sachs & CO.Broker
July 2007 - March 2012 · 4 yrs 8 mos
Merrill Lynch Investment Managers LP
April 2002 - December 2005 · 3 yrs 8 mos
Fam Distributors, INC.Broker
April 2002 - December 2005 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - March 2002 · 3 yrs 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.