AUMdb
DJ

Daniel James Borello

CRD 6691474

Firms

FirmRoleAs of
James T. Borello & Co. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • James T. Borello & Co.
    Principal Financial Officer, Principal Operations Officer, Finop & Director · 75% or more · Oct 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗