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Marc A. Boracchia

BORACCHIA WIVIOTT WEALTH PARTNERS
PALM DESERT, CA 92260
Some features on this profile are disabled
CRD#: 6233887
MB
Marc Alexander BoracchiaBORACCHIA WIVIOTT WEALTH PARTNERS

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.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Marc has another business called Villa Rejuvenation LLC; the business is not investment-related; the address of the business is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of the business is real estate interior design; Marc's position is as Owner/Operator; it has a relationship with another business Wealth Partners Real Estate which Marc is a partial owner of as a Managing Member; the start date of the business is 01/2025; approximate number of hours worked monthly at the business is 100 hours; number of hours devoted during securities trading is 4 hours; duties are to coordinate contractors to interior remodels and designs of real estate properties. Marc is also a Managing Member of a Company called Wealth Partners Real Estate; this is not an investment-related company; the address of the business is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of the company is to help client s with the purchase and sales of real estate properties; the start date of the company was 08/2024; approximate number of hours worked per month is 20-30; number of hours devoted during trading hours is 2; duties are speaking to prospective buyers/sellers on the phone and trying to get them to become clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Alexander Boracchia's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 6, 2017 - Present

BORACCHIA WIVIOTT WEALTH PARTNERS LLC

Office #1: 74710 Highway 111 Ste 102, Palm Desert, CA 92260
RIA
CRD#: 287877
PALM DESERT, CA
Past

October 23, 2014 - January 13, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/6/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/22/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
BORACCHIA WIVIOTT INSURANCE SERVICES | BWWP, LLC | BORACCHIA WIVIOTT WEALTH PARTNERS LLC

CRD#: 287877 / SEC#:

California
Registered Investment Advisory firm - (6/6/2017 Approved)
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Contact information

Main Address
74710 Highway 111 Ste 102, Palm Desert, CA 92260
Mailing Address
74710 Highway 111 Ste 102, Palm Desert, CA 92260
Phone number
(424) 625-8943
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 22,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BORACCHIA WIVIOTT WEALTH PARTNERS LLC

CRD#: 287877Palm Desert, CA 92260

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