Johnny Borrelli, financial advisor Wilmington DE

Johnny Borrelli

CRD Number: 6788697
Current Firm: Realta Investment Advisors, Inc.

Johnny Borrelli (CRD# 6788697) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 6 years of experience in the finance industry.

Similar Advisors
Mark Abbonizio, financial advisor Wilmington DE
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Wilmington DE
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Similar Advisors
Brad Abel, financial advisor Wilmington DE
Brad Abel
CRD# 6237585
Edward Jones
Company Name Location Dates Years
Realta Equities, Inc. Wilmington, DE Nov 2023 - Current < 1
Realta Investment Advisors, Inc. Wilmington, DE Nov 2023 - Current < 1
Highland Partners Piedmont, CA Oct 2020 - Current 4
Concorde Asset Management Livonia, MI May 2023 - Nov 2023 < 1
Coordinated Concepts, LLC Roseville, CA Nov 2020 - Nov 2023 3
Concorde Investment Services, LLC Livonia, MI Oct 2020 - Nov 2023 3
Bangerter Financial Services, Inc. Roseville, CA Nov 2020 - May 2023 2
Eagle Strategies LLC Woodland Hills, CA Nov 2018 - Nov 2020 2
Nylife Securities LLC Woodland Hills, CA Oct 2018 - Nov 2020 2
Berkshire Hathaway Home Services Valencia, CA May 2011 - Nov 2020 9
New York Life Insurance Company Woodland Hills, CA Sep 2018 - Oct 2020 2
Mckeown Law, LLP San Diego, CA Jun 2020 - Sep 2020 < 1
Centaurus Financial, Inc. Canoga Park, CA Dec 2017 - Sep 2018 < 1
Centaurus Financial, Inc. Canoga Park, CA Jul 2017 - Sep 2018 1
Us Bank Stevenson Ranch, CA Nov 2014 - Oct 2017 2
City Of Santa Clarita Valencia, CA May 2012 - Nov 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Johnny Borrelli
Phone Number: 888-657-5200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    3,529
    ACCOUNTS
  • Average Account Value
    $226,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.