Johnny Borrelli

CRESCENT ADVISOR GROUP

Wylie, TX

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CRD#: 6788697

Professional summary

Johnny Borrelli is a registered financial advisor currently at CRESCENT ADVISOR GROUP, INC. located in Wylie, Texas and CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Johnny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Johnny has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

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) - RIA

Click below to view Johnny Borrelli'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

July 14, 2026 - Present

CRESCENT ADVISOR GROUP, INC.

RIA

CRD#: 115974

Wylie, TX

Current

July 6, 2026 - Present

CRESCENT SECURITIES GROUP, INC.

Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093

CRD#: 114993

PLANO, TX

Past

November 30, 2023 - July 7, 2026

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

Wylie, TX

Past

November 30, 2023 - July 7, 2026

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

June 2, 2023 - December 1, 2023

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Plano, TX

Past

November 12, 2020 - December 7, 2023

BANGERTER FINANCIAL SERVICES, INC.

RIA

CRD#: 171939

ROSEVILLE, CA

Past

October 30, 2020 - December 1, 2023

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Roseville, CA

Past

November 29, 2018 - November 2, 2020

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

WOODLAND HILLS, CA

Past

October 11, 2018 - November 2, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

WOODLAND HILLS, CA

Past

December 12, 2017 - September 14, 2018

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

CANOGA PARK, CA

Past

July 13, 2017 - September 14, 2018

CENTAURUS FINANCIAL, INC.

CRD#: 30833

CANOGA PARK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESCENT ADVISOR GROUP, INC.

CRD#: 115974 / SEC#: 801-127131

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

California

Registered Investment Advisory firm - (2/8/2023 Terminated)

Florida

Registered Investment Advisory firm - (1/9/2023 Terminated)

Illinois

Registered Investment Advisory firm - (1/9/2023 Terminated)

Indiana

Registered Investment Advisory firm - (1/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/9/2023 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Alabama
(7/6/2026)

Arizona
(7/6/2026)

Arkansas
(7/6/2026)

California
(7/6/2026)

Colorado
(7/6/2026)

Florida
(7/6/2026)

Georgia
(7/6/2026)

Illinois
(7/6/2026)

Louisiana
(7/6/2026)

Maryland
(7/6/2026)

Nevada
(7/6/2026)

New York
(7/6/2026)

North Carolina
(7/6/2026)

Ohio
(7/6/2026)

Oklahoma
(7/6/2026)

Pennsylvania
(7/6/2026)

South Carolina
(7/6/2026)

Texas
(7/14/2026)

IAR

Texas
(7/14/2026)

Virginia
(7/6/2026)

Washington
(7/6/2026)

West Virginia
(7/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRESCENT ADVISOR GROUP, INC.

CRD#: 115974 / SEC#: 801-127131

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

California

Registered Investment Advisory firm - (2/8/2023 Terminated)

Florida

Registered Investment Advisory firm - (1/9/2023 Terminated)

Illinois

Registered Investment Advisory firm - (1/9/2023 Terminated)

Indiana

Registered Investment Advisory firm - (1/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/9/2023 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2013 Terminated)

PREMIUM

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Contact information

Main Address

4975 Preston Park Blvd. Suite 820, Plano, TX 75093

Mailing Address

Phone number

(972) 490-0150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVAUL (12/23/2025)

MARTINEZ (12/23/2025)

CAG BROCHURE 12-23-25 (12/23/2025)

CELUCH (12/23/2025)

BOLT (12/23/2025)

ADKISSON (12/23/2025)

CASTLE (12/23/2025)

DIMAGGIO (12/23/2025)

DUREN (12/23/2025)

HARRELL (12/23/2025)

Regulatory assets under management

Total Number of Accounts	510
AUM (Assets Under Management)	$ 344,367,795

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

Johnny Borrelli

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnny Borrelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESCENT SECURITIES GROUP, INC.

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

CONCORDE ASSET MANAGEMENT, LLC

BANGERTER FINANCIAL SERVICES, INC.

CONCORDE INVESTMENT SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

Primary Firm SEC Registration

CRESCENT ADVISOR GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2017

SIE

Date: 9/14/2018

Series 7

Date: 7/13/2017

FINRA

Current Firm

CRESCENT ADVISOR GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESCENT ADVISOR GROUP, INC.

TRUST BUT VERIFY

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