TB
ChFC
TB
ChFC

Thomas Borsellino

33 Years of Experience
Orland Park, IL
1 DisclosureBrokerSells Insurance

Thomas Borsellino is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

15321 S 94th Ave Ste 100, Orland Park, IL, 60462

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006
Denied
Other Business ActivitiesSells Insurance

Thomas is a registered representative for Megent Financial, providing financial services to clients, which takes a full-time commitment. He also sells life insurance and annuities as an insurance agent and provides notarial services, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2019 - March 2024 · 5 yrs 1 mo
Opus Wealth Management Group
November 2016 - March 2019 · 2 yrs 4 mos
LPL Financial LLCBroker
November 2016 - March 2019 · 2 yrs 4 mos
Msi Financial Services, INC.
March 2001 - November 2016 · 15 yrs 8 mos
Msi Financial Services, INC.Broker
May 1992 - November 2016 · 24 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
May 1992 - July 2007 · 15 yrs 2 mos
State Registrations17 states
ALARAZCOFLIAILINMIMOMSNCNVTNTXWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Borsellino - Financial Advisor | TrueAdvisor