AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EB

Edward A. Borrelli

Some features on this profile are disabled
CRD#: 1530318
EB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Anthony Borrelli was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1986. Edward had worked at 19 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 7, 2004 - August 8, 2005

BASIC INVESTORS INC.

BD
CRD#: 1187
MELVILLE, NY
Past

July 10, 2001 - December 11, 2002

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

March 8, 2001 - June 15, 2001

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

January 4, 2001 - March 8, 2001

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

July 27, 2000 - August 4, 2000

GRYPHON FINANCIAL SECURITIES CORP.

BD
CRD#: 100420
PALM BEACH, FL
Past

July 12, 2000 - July 28, 2000

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

April 14, 1998 - May 2, 2000

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

October 13, 1997 - March 10, 1998

BROOKEHILL CAPITAL PARTNERS LIMITED

BD
CRD#: 7966
WESTPORT, CT
Past

June 11, 1997 - August 1, 1997

AMERICA FIRST ASSOCIATES CORP.

BD
CRD#: 38245
STEWART MANOR, NY
Past

August 15, 1995 - April 28, 1997

BROOKEHILL CAPITAL PARTNERS LIMITED

BD
CRD#: 7966
WESTPORT, CT
Past

August 18, 1994 - October 5, 1994

PAN AMERICAN SECURITIES, INC.

BD
CRD#: 20681
Past

January 22, 1993 - April 19, 1994

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

January 14, 1993 - February 8, 1993

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

February 10, 1992 - December 17, 1992

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

December 13, 1990 - April 12, 1991

REICH & CO., INC.

BD
CRD#: 3148
Past

July 16, 1990 - December 14, 1990

GLOBAL AMERICA INCORPORATED

BD
CRD#: 23000
Past

May 4, 1989 - September 21, 1989

GULFSTREAM FINANCIAL ASSOCIATES, INC.

BD
CRD#: 19910
Past

March 7, 1989 - May 5, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

January 6, 1989 - March 29, 1989

HANIFEN, IMHOFF SECURITIES CORP.

BD
CRD#: 10620
Past

September 24, 1986 - January 18, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BI
BASIC INVESTORS INC.
BASIC INVESTORS INC.

CRD#: 1187 / SEC#: , 8-5468

BD
Terminated by SEC on 12/26/2008
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/15/1956
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BELZ, RICHARD JOHNVICE PRESIDENT FINANCIAL OPERATIONS PRINCIPAL,ROP1140219

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BASIC INVESTORS INC.

CRD#: 1187

TRUST BUT VERIFY

Monitor Edward Borrelli

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics