AB
Alejandra Borge
MEASURED WEALTH PRIVATE CLIENT GROUP
Miami, FL
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CRD#: 7267216
AB
Professional summary
Alejandra Borge is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Miami, Florida.
Alejandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alejandra has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Miss Millones is a social media blog tailored increasing financial literacy for the hispanic community. it is based at home address 2451 Brickell Ave, Apt 7C. It does not generate any profits. Just educational content being published via social media. I am the owner of the LLC and blog. Approx hours a week is about 1-2 hours. Duties involve creating/recording content done outside of trading/business hours. It is mostly a passion project. The blog was established on March of 2024.
CRS (Client Relationship Summary) - RIA
Click below to view Alejandra Borge'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®
NoneExperience
Current
July 1, 2024 - Present
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
RIA
CRD#: 170442
Miami, FL
Past
January 24, 2023 - April 4, 2024
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
January 23, 2023 - April 4, 2024
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
August 14, 2020 - January 6, 2023
MORGAN STANLEY
BD
CRD#: 149777
Coral Gables, FL
Past
August 5, 2020 - January 6, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Coral Gables, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)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
Florida(7/1/2024)
IAR
New Hampshire(7/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/14/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Islington Street, Portsmouth, NH 03801
Mailing Address
Phone number
(603) 431-1444
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,305 |
| AUM (Assets Under Management) | $ 463,984,110 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
