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.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
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 |
- TX
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Total Assets Under Management800MILLIONS
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
- 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)
- Publication of periodicals or newsletters
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