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Johnny Borrelli

Investment adviser representative at Crescent Advisor Group, Inc.
15 yearsYears since first job or exam
1 stateRegistered in
$344.4M
3 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(972) 490-0150Firm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Crescent Advisor Group, Inc.Jul 2026 to now
  2. Crescent Securities Group, Inc.Jul 2026 to now
  3. Realta Equities, Inc.Nov 2023 to Jul 2026
  4. Realta Investment Advisors, Inc.Nov 2023 to Jul 2026
  5. Concorde Asset ManagementMay 2023 to Nov 2023
  6. Coordinated Concepts, LLCNov 2020 to Nov 2023
  7. Bangerter Financial Services, Inc.Nov 2020 to May 2023
  8. Concorde Investment Services, LLCOct 2020 to Nov 2023
  9. Highland PartnersOct 2020 to Dec 2022
  10. McKeown Law, LLPJun 2020 to Sep 2020
  11. Eagle Strategies LLCNov 2018 to Nov 2020
  12. NYLife Securities LLCOct 2018 to Nov 2020
  13. New York Life Insurance CompanySep 2018 to Oct 2020
  14. Centaurus Financial, Inc.Jul 2017 to Sep 2018
  15. US BankNov 2014 to Oct 2017
  16. Berkshire Hathaway Home ServicesMay 2011 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (TX).

Crescent Advisor Group, Inc.

$344.4M
228Clients
17Advisers
3 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6788697
115974
Advisor's SEC record
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