Johnny Borrelli
Investment Adviser Representative at Realta Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Johnny Borrelli is an investment adviser representative with Realta Investment Advisors, Inc in Wylie, TX, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Bangerter Financial Services, Inc. and Concorde Asset Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
21 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- US BANKNov 2014 – Oct 2017Stevenson Ranch, CA
- Berkshire Hathaway HOME ServicesMay 2011 – Nov 2020Valencia, CA
- NYLIFE Securities LLCOct 2018 – Nov 2020Woodland Hills, CA
- New York Life Insurance CompanySep 2018 – Oct 2020Woodland Hills, CA
- Centaurus Financial, Inc.Jul 2017 – Sep 2018Canoga Park, CA
- Eagle Strategies LLCNov 2018 – Nov 2020Woodland Hills, CA
- Bangerter Financial Services, Inc.Nov 2020 – May 2023Roseville, CA
- Concorde Investment Services, LLCOct 2020 – Nov 2023Livonia, MI
- Centaurus Financial, Inc.Dec 2017 – Sep 2018Canoga Park, CA
- Highland PartnersOct 2020 – Dec 2022Piedmont, CA
- Coordinated Concepts, LLCNov 2020 – Nov 2023Roseville, CA
- McKeown Law, LLPJun 2020 – Sep 2020San Diego, CA
- Concorde Asset ManagementMay 2023 – Nov 2023Livonia, MI
- Realta Equities, Inc.Nov 2023 – Jul 2026Wilmington, DE
- Realta Investment Advisors, Inc.Nov 2023 – Jul 2026Wilmington, DE
- Crescent Securities Group, Inc.Jul 2026 – no end date reportedPlano, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Realta Investment Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Wilmington, DE
- SEC file number:
- 801-68000
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Realta Investment Advisors, Inc
Showing 12 of 61 in the directory
Similar advisors in Wylie, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Johnny Borrelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched