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 Crescent Securities Group, Inc. (“CSG”), Member FINRA/SIPC, and an Investment Adviser Representative of Crescent Advisor Group, Inc. (“CAG”), an SEC Registered Investment Advisor. Neither CSG nor CAG is affiliated with Tax Alpha Companies, including Tax Alpha Title and Tax Alpha Solutions. Brokerage services offered through CSG. Investment advisory services offered through CAG. Crescent Securities Group, Inc., 4975 Preston Park Blvd, Suite 820, Plano, TX 75093.
Johnny Borrelli is affiliated with two separate Crescent entities:
CSG and CAG are separate entities. Johnny Borrelli is a Registered Representative of CSG and an Investment Adviser Representative of CAG. The nature of any given engagement — brokerage or advisory — determines which entity and standard of care applies.
Johnny Borrelli conducts business under two names. Investment advisory services — including managed accounts custodied at Charles Schwab & Co., Inc. — are provided under the name Onyx Alpha Advisory. Tax planning and real estate work, including Roth conversion planning and 1031 exchange planning, is conducted under the name Tax Alpha Companies. Regardless of which name is used, all securities transactions are conducted through CSG, and all investment advisory services are provided through CAG, which review and supervise that business.
Mailing address: 4975 Preston Park Blvd, Suite 820, Plano, TX 75093. Phone: (972) 490-0150. Website: www.crescentsecurities.com.
Johnny Borrelli conducts business under two names. Investment advisory services are provided under the name Onyx Alpha Advisory, with client accounts custodied at Charles Schwab & Co., Inc. Tax planning and real estate work — including Roth conversion planning and 1031 exchange planning — is conducted under the name Tax Alpha Companies. Neither is a registered broker-dealer or investment adviser; both are business names only.
Tax Alpha Companies is a separate firm, with which Johnny also collaborates on complex planning matters. Neither CSG nor CAG is affiliated with Tax Alpha Companies, including Tax Alpha Title and Tax Alpha Solutions.
Charles Schwab & Co., Inc. serves as an unaffiliated custodian for advisory accounts. Schwab is not affiliated with CSG, CAG, Onyx Alpha Advisory, or Tax Alpha Companies, and does not review, endorse, or supervise the services described here.
“The Borrelli Report” is an educational publication operated by Johnny Borrelli. It is not a registered entity and does not itself provide investment advisory or brokerage services.
Regardless of the business name used, all securities transactions are conducted through Crescent Securities Group, Inc. and all investment advisory services are offered exclusively through Crescent Advisor Group, Inc., which review and supervise that activity.
The following documents are available for review. These should be consulted before establishing any advisory or brokerage relationship.
Additional information about Crescent Advisor Group, 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 Crescent Advisor Group, Inc. 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
Registered Representative, Crescent Securities Group, Inc. · Member FINRA/SIPC
Investment Adviser Representative, Crescent Advisor Group, Inc.
Email: johnny@theborrellireport.com
Crescent Securities Group, Inc.
4975 Preston Park Blvd, Suite 820
Plano, TX 75093
Phone: (972) 490-0150
Email: info@crescentsecurities.com