Alexander Michael Borowiec
Investment adviser representative at M Holdings Securities, Inc.
23 yearsExperience
10 statesRegistered in
ChFC®Designation
$3.2BFirm assets
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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
- Seminars and workshops
Experience
23 years in the industry.
- Madison Legacy Partners, LLCJan 2026 to now
- M Holdings Securities, Inc.Jun 2023 to now
- Madison and Main AdvisorsJul 2023 to Jan 2026
- USA HockeyAug 2022 to May 2023
- Lebanon Valley College. Full Time Education Prior To This.Sep 2003 to May 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 10 states (AK, AZ, CA, FL, MD, MI, NH, NJ, NY, PA).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 7759863
- Firm CRD
- 43285