Peter Borello (CRD# 7769396) is an Investment Advisor Representative working at Oneseven in Albion, NY and has 1 year of experience in the finance industry.
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7010758
Prudential Financial Planning Services
CRD# 5232879
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Stone Creek Advisors, LLC | Beachwood, OH | May 2023 - Current | 1 |
| Unemployed/homemaker | Albion, NY | Jan 2023 - May 2023 | < 1 |
| Manning & Napier | Fairport, NY | Sep 2009 - Dec 2022 | 13 |
- NY
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
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