AB
ChFC
AB
ChFC

Alexander Michael Borowiec

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

266 Main Street, Madison, NJ, 07940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander is affiliated with Madison and Main Advisors as an agent, offering investment advisory accounts, annuities, and life insurance. This takes nearly full-time hours, with a significant portion during trading hours.

Employment History
Current Registrations
M Holdings Securities, INC.
August 2023 - Present · 2 yrs 6 mos
M Holdings Securities, INC.Broker
June 2023 - Present · 2 yrs 8 mos
State Registrations11 states
AKAZCAFLMDMINJNYORPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.