Marc Borstein is a control person of Mgo One Seven and directly owns under 5% of it.
Mgo One Seven is an investment adviser based in Beachwood, OH, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.72 billion, as filed on 22 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7951592
- Firm
- Mgo One Seven · CRD 283087
- Role
- Chief Financial Officer
- In role since
- July 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Beachwood, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Marc Borstein work?
Marc Borstein has been Chief Financial Officer of Mgo One Seven LLC since July 2022, and is a control person of the firm.
How can I verify Marc Borstein’s record?
Marc Borstein’s role is listed on Mgo One Seven LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 283087.
