Michael Christopher Borelli
Investment adviser representative at Downing Street Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$175.6MFirm assets
1 yearFirm in business
Are you Michael Christopher Borelli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Downing Street Wealth Management LLCOct 2022 to now
- Fidelity InvestmentsJul 2021 to Oct 2022
- National Cinemedia LLCFeb 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Downing Street Wealth Management LLC
$175.6MAssets managed
150Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7420050
- Firm CRD
- 152983