Michael Borelli has been an investment adviser representative at Downing Street Wealth Management since December 2022, and is not listed among the firm’s executive officers or direct owners.
Downing Street Wealth Management LLC is a Greenwood Village, CO firm with $176M under management, 150 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Michael Borelli’s longest registration is the current one, 3 years at Downing Street Wealth Management since 2022. Before joining Downing Street Wealth Management in 2022, Michael Borelli was registered through Fidelity Personal and Workplace Advisors.
- – present · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 152983
- Fidelity Personal and Workplace Advisors– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Michael Borelli is registered as an investment adviser representative in Colorado, since December 2022.
- ColoradoSince 5 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 December 2021 |
| Series 7TO | General Securities Representative Examination | 15 November 2021 |
| SIE | Securities Industry Essentials Examination | 14 October 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Michael Christopher Borelli
- CRD
- 7420050
- Firm
- Downing Street Wealth Management · CRD 152983
- Office
- 6021 S. SYRACUSE WAY, SUITE 312, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Borelli work?
Michael Borelli is an investment adviser representative registered through Downing Street Wealth Management LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Borelli a financial advisor?
Yes. Michael Borelli has a current investment-adviser registration in Colorado, through Downing Street Wealth Management since December 2022.
How many years of experience does Michael Borelli have?
Michael Borelli has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has Michael Borelli passed?
Michael Borelli has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2021.
Where did Michael Borelli work before Downing Street Wealth Management?
Before Downing Street Wealth Management, Michael Borelli was registered through Fidelity Personal and Workplace Advisors, December 2021 to October 2022.
Where is Michael Borelli based?
Michael Borelli’s registered office is in Greenwood Village, CO.
Is Michael Borelli registered with FINRA?
No. Michael Borelli has no current broker registration.
How can I verify Michael Borelli’s record?
Search CRD 7420050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Borelli’s full registration record.