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Allen Angelo Schiliro

CU Investment Solutions LLC

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About Allen Angelo Schiliro

Allen Angelo Schiliro is a financial professional with over 25 years of experience in the industry. Allen Angelo Schiliro is currently registered with CU Investment Solutions LLC and has previously worked at a number of other financial institutions. Allen Angelo Schiliro holds a Series 7, Series 24, and Series 63 license. Allen Angelo Schiliro is registered in California, Florida, and Hawaii.

Firm Information

Allen Schiliro is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Allen Schiliro’s Registration & Firm History

KS

05/23/2007 - Present

CU Investment Solutions LLC (OVERLAND PARK KS)

OH

08/04/1998 - 12/31/2002

WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)

OH

03/01/1995 - 08/28/1996

BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)

IN

01/23/1992 - 12/07/1994

IRWIN UNION SECURITIES (COLUMBUS IN)

NY

01/28/1994 - 02/23/1994

QUICK & REILLY, INC. (NEW YORK NY)

NY

06/23/1986 - 10/11/1989

QUICK & REILLY, INC. (NEW YORK NY)

NA

03/20/1986 - 07/03/1986

IDS MARKETING CORPORATION

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Licenses & Designations

BC

Issued 07/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allen Angelo Schiliro.
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