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Michael R Borowiak

Osaic Wealth, Inc.

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About Michael R Borowiak

Michael R Borowiak is a registered representative with Osaic Wealth, Inc. in Depew, NY. Michael has been in the financial services industry for over 1 year and is licensed in Florida and New York. Michael holds the Series 7TO and SIE licenses and is currently working toward the Uniform Combined State Law Examination. Prior to joining Osaic Wealth, Inc., Michael worked at Securities America, Inc. and Park Avenue Securities LLC. Michael is also a referee for the WNYOHA and a Financial Representative selling insurance.

Firm Information

Michael Borowiak is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Michael Borowiak’s Registration & Firm History

NY

01/09/2025 - Present

Osaic Wealth, Inc. (DEPEW NY)

NY

05/15/2024 - 06/14/2024

SECURITIES AMERICA, INC. (DEPEW NY)

NY

01/19/2024 - 05/16/2024

PARK AVENUE SECURITIES LLC (BUFFALO NY)

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Licenses & Designations

BC

Issued 01/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael R Borowiak.
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