Alejandra Borge
Investment adviser representative at Measured Wealth Private Client Group, LLC
10 yearsExperience
1 stateRegistered in
$528.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Measured Wealth Private Client Group, LLCJun 2024 to now
- Citi Private BankJan 2023 to Mar 2024
- Morgan StanleyJun 2020 to Dec 2022
- UnemployedDec 2019 to Jun 2020
- Galium CapitalJul 2019 to Dec 2019
- We Family OfficesApr 2018 to Jul 2019
- Gibraltar Private Bank & TrustApr 2017 to Mar 2018
- Sapient NitroJan 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Measured Wealth Private Client Group, LLC
$528.3MAssets managed
638Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7267216
- Firm CRD
- 170442