Chad
Anderson

James T. Borello & Co

CRD#7609911
Investment Advisor
in Dundee, IL

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About this Advisor

Chad Anderson is a financial advisor based in Dundee, Illinois, working with James T. Borello & Co. Chad has previously held positions at State Farm, Walsh Construction, Miami Dolphins, Home Gas Corporation, Florida Panthers, Five Star Pizza, Pittsburgh Pirates, Purdue University, Houston Rockets, Pacer Sports And Entertainment, Entercom Miami, Kodama Koi, Dave And Busters, One Time Show LLC, and James T Borello. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Chad is part of James T. Borello & Co, which operates out of Dundee, Illinois. The firm has 4 employees and manages assets totaling $323.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at James T. Borello & Co includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

151 Dundee Avenue
Dundee, IL 60118

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James T. Borello & Co Brokerage Details

Total Assets Under Management

$323,690,098

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

611

IL Average: 2,564
Average Account Size

$529,771

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Chad Anderson Work History

2022 - Present (2 years)

James T Borello

2022 - 2022 (< 1 year)

State Farm

2020 - 2022 (2 years)

Walsh Construction

2018 - 2020 (2 years)

Home Gas Corporation

2017 - 2020 (3 years)

One Time Show LLC

2016 - 2020 (4 years)

Miami Dolphins

2016 - 2019 (3 years)

Florida Panthers

2016 - 2016 (< 1 year)

Five Star Pizza

2016 - 2016 (< 1 year)

Pittsburgh Pirates

2016 - 2016 (< 1 year)

Entercom Miami

2016 - 2016 (< 1 year)

Kodama Koi

2016 - 2018 (2 years)

Dave And Busters

2015 - 2015 (< 1 year)

Pacer Sports And Entertainment

2014 - 2014 (< 1 year)

Houston Rockets

2011 - 2015 (4 years)

Purdue University

Disclosures

Please visit the SEC profile of Chad Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at James T. Borello & Co

Daniel Borello
Dundee, IL
Chad Anderson
Dundee, IL
Michael Speziale
Dundee, IL
James Borello
Dundee, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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