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Alejandra Borge

Measured Wealth Private Client Group, LLC

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About Alejandra Borge

Alejandra Borge is a financial advisor associated with Measured Wealth Private Client Group, LLC. Alejandra has been working in the financial services industry since 2012. Alejandra has experience working with individuals, high net worth individuals, corporations and charitable organizations. Alejandra is licensed to provide investment advice in Florida and New Hampshire. Alejandra holds Series 66, Series 7TO and SIE licenses.

Firm Information

Alejandra Borge is currently registered with Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group, LLC is a financial advisor headquartered in Portsmouth, New Hampshire. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $408 million in assets for 1,313 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They also offer a wrap fee program.
Measured Wealth Private Client Group, LLC

303 ISLINGTON STREET

PORTSMOUTH, NH 03801

$408.12M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alejandra Borge’s Registration & Firm History

FL

07/01/2024 - Present

Measured Wealth Private Client Group, LLC (Miami FL)

FL

01/23/2023 - 04/04/2024

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

FL

08/14/2020 - 01/06/2023

MORGAN STANLEY (Coral Gables FL)

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Licenses & Designations

BOTH

Issued 05/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alejandra Borge.
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