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Daniel James Borello

JAMES T. BORELLO & CO.·EAST DUNDEE, Illinois
SIE, Series 6, Series 26, Series 28, Series 51, Series 63, Series 65, Series 99TOClean record9 years registeredJAMES T. BORELLO & CO.
151 DUNDEE AVENUE, EAST DUNDEE, IL 60118CRD# 6691474Firm CRD# 16860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel James Borello · EAST DUNDEE, IL
Registration
CRD #6691474 · JAMES T. BORELLO & CO. · 9 years registered
Brand Profile
Not yet started
01

Career History

JAMES T. BORELLO & CO.
Sep 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 28
Series 51
Series 63
Series 65
Series 99TO
Registration record
First registered · September 26, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAMES T. BORELLO & CO.
CRD 16860 · SEC 801-114233
AUM
$427M
Regulatory assets under management
Employees
4
1,688 client accounts
Services offered by JAMES T. BORELLO & CO.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JAMES T. BORELLO & CO. →
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Frequently Asked Questions

What services does Daniel James Borello offer?
Daniel James Borello specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EAST DUNDEE, Illinois for a consultation.
What are Daniel James Borello's credentials?
Daniel James Borello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel James Borello located?
Daniel James Borello is based in EAST DUNDEE, Illinois, working with JAMES T. BORELLO & CO.. Their office serves clients in the EAST DUNDEE metropolitan area and surrounding communities.
How does Daniel James Borello charge for services?
Daniel James Borello's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES T. BORELLO & CO.?
JAMES T. BORELLO & CO. has approximately 4 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAMES T. BORELLO & CO.

James Thomas Borello
EAST DUNDEE, IL

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