Marc A. Boracchia
Professional summary
Marc Alexander Boracchia is a registered financial advisor currently at BORACCHIA WIVIOTT WEALTH PARTNERS LLC located in Palm Desert, California.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marc has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Alexander Boracchia's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2017 - Present
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
Office #1: 74710 Highway 111 Ste 102, Palm Desert, CA 92260October 23, 2014 - January 13, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2017)
Exams
Current Firm
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
CRD#: 287877 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 22,500,000 |
Red Flags
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