Jonathan D. Fiorello

UTILITY CAPITAL PARTNERS

SMITHTOWN, NY 11787

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CRD#: 3102540

Professional summary

Jonathan David Fiorello, who also goes by Jon Fiorello, is a registered financial professional currently at UTILITY CAPITAL PARTNERS, LLC located in Smithtown, New York.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jon Fiorello

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) - BD

Click below to view Jonathan David Fiorello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

May 27, 2025 - Present

UTILITY CAPITAL PARTNERS, LLC

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787

CRD#: 312158

SMITHTOWN, NY

Past

January 30, 2025 - May 22, 2025

PRE-IPO STREET INC.

CRD#: 173426

SMITHTOWN, NY

Past

February 6, 2018 - January 30, 2024

KKR CAPITAL MARKETS LLC

CRD#: 143571

NEW YORK, NY

Past

September 21, 1998 - April 25, 2008

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/3/2025)

New Jersey
(9/22/2025)

New York
(10/3/2025)

Pennsylvania
(8/27/2025)

Tennessee
(6/9/2025)

Texas
(10/3/2025)

Exams

State Security Law Exam

Series 63

Date: 6/29/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 8/25/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/6/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

UTILITY CAPITAL PARTNERS, LLC

EXCELERATION CAPITAL LLC | UTILITY CAPITAL PARTNERS, LLC

CRD#: 312158 / SEC#: , 8-70639

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

732 Smithtown Bypass Suite 203, Smithtown, NY 11787

Mailing Address

732 Smithtown Bypass Suite 203, Smithtown, NY 11787

Phone number

(631) 595-5309

Established

Colorado since 03/06/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (6 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
UTILITY CAPITAL HOLDINGS, LLC	PARENT COMPANY AND DIRECT OWNER OF THE APPLICANT
PEREYRA, ALVARO LUIS	CHIEF EXECUTIVE OFFICER	5578565
RUSSELL, SARAH DETLING	PRINCIPAL FINANCIAL OFFICER & FINOP	6727189
STACHE, PAUL GERARD	CHIEF COMPLIANCE OFFICER, EXECUTIVE REP. & AMLCO	1170097

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan D. Fiorello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan David Fiorello's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRE-IPO STREET INC.

KKR CAPITAL MARKETS LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/29/2018

Series 79TO

Date: 8/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 2/6/2018

Series 24

Date: 3/5/2018

FINRA

Current Firm

UTILITY CAPITAL PARTNERS, LLC

Contact information

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

UTILITY CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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