Commonwealth Financial Network
19yrs
More experience than 59% of advisors in New York
3yrs
Peter Borello is a financial advisor in Albion, New York, with 3 years in the industry. Peter joined Oneseven in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Peter holds the CFA designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeAlbion, NY
FirmOneseven
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$461,030
Advisors at the firm118
States licensed ?1 state
Services through Oneseven
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowOnesevenCurrent firm
Contact Peter
Albion, NYOffice · Get directions Firm main line(216) 865-1700Headquarters: Oneseven · Beachwood, OH Instagram pageOnesevenIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Oneseven at (216) 865-1700 and ask for Peter Borello. Peter works from the Albion, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Peter hold?
No exams are listed on the official record.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
Oneseven reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.