David BorrelliCRD Number: 732122
Current Firm: Lpl Financial LLC
David Borrelli (CRD# 732122) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 35 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Hnp Capital LLC
|Lpl Financial LLC||Rochester, NY||Feb 1999 - Current||23|
|Esl Investment Services, LLC||Rochester, NY||Jan 1997 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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