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Peter C Borello

Oneseven

Beachwood, OH

Albion, NY

CRD 7769396

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Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-16
  • NY RA
    APPROVED
    Since 2023-06-16

Branch Locations

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Albion, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Fairport NY 09/2009 12/2022
Mgo One Seven Llc Dba Stone Creek Advisors, Llc Beachwood OH 05/2023 Present
Unemployed/Homemaker Albion NY 01/2023 05/2023
  • 09/2009 → 12/2022
    Manning & Napier
    Fairport, NY
  • 05/2023 → Present
    Mgo One Seven Llc Dba Stone Creek Advisors, Llc
    Beachwood, OH
  • 01/2023 → 05/2023
    Unemployed/Homemaker
    Albion, NY
Designations
  • Chartered Financial Analyst
Other Names
  • Peter Borello

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

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