This page consolidates the regulatory disclosures applicable to Johnny Borrelli and the publications, calculators, and applications associated with The Borrelli Report. Investors are encouraged to review all applicable disclosures before engaging Mr. Borrelli or his affiliated firms for advisory or brokerage services.
Investment advisory and brokerage relationships. Johnny Borrelli is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc., doing business as Onyx Alpha Advisory. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Tax Alpha Companies, including Tax Alpha Title and Tax Alpha Solutions. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are:
The Realta Wealth Companies are co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Main: (888) 657-5200. Website: www.realtawealth.com.
The following documents are available for review. These should be consulted before establishing any advisory or brokerage relationship.
Additional information about Realta Investment Advisors, Inc. and Johnny Borrelli is available on the SEC’s website at www.adviserinfo.sec.gov and FINRA’s BrokerCheck at brokercheck.finra.org.
The Borrelli Report, including its website, calculators, surveys, mobile applications, newsletter, and email communications, provides retirement tax planning education and informational content. All content is for educational and informational purposes only and is not personalized tax, legal, or investment advice. The figures, projections, and scenarios displayed by calculators or referenced in personalized scorecard reports are illustrative ranges based on user-provided inputs combined with standard assumptions about market growth, tax brackets, and similar factors; actual results will vary materially based on factors specific to the user’s situation that the educational tools cannot capture.
No content presented through The Borrelli Report constitutes a recommendation, an offer, or a solicitation to buy or sell any security or to engage any specific strategy. Strategies referenced as “reviewed during a strategy consultation” or similar may include products requiring accredited-investor qualification and are not offered through any publicly accessible page, calculator, or email. Users should consult a qualified tax professional, attorney, or financial advisor before making any decisions based on information presented through The Borrelli Report.
The Form ADV Part 2A for Realta Investment Advisors, Inc. (linked above) provides a comprehensive description of conflicts of interest applicable to the advisory business, including but not limited to: dual registration of Investment Adviser Representatives as Registered Representatives of an affiliated broker-dealer; differences in compensation across advisory programs; the recommendation of products from which an affiliate may receive compensation; and the engagement of third-party asset managers. Investors are encouraged to review these disclosures carefully before establishing any advisory relationship.
For questions about regulatory disclosures, the documents referenced on this page, or the firm relationships described above, please contact:
Johnny Borrelli
Investment Adviser Representative, Realta Investment Advisors, Inc.
doing business as Onyx Alpha Advisory
Registered Representative, Realta Equities, Inc. · Member FINRA/SIPC
Email: johnny@theborrellireport.com
Realta Investment Advisors, Inc.
1201 N. Orange Street, Suite 729
Wilmington, DE 19801
Phone: (888) 657-5200
Email: info@realtawealth.com
Compliance contact: Mr. Jacob Palmer, Chief Compliance Officer, (888) 657-5200