Steven Boorstein, financial advisor Franklinville NJ
103 score

Steven Boorstein

CRD Number: 3179971
Current Firm: Rockcrest Financial LLC
Compensation Model: Both

Steven Boorstein (CRD# 3179971) is an Investment Advisor Representative working at RockCrest Financial LLC in Franklinville, NJ and has over 17 years of experience in the finance industry. Steven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Rockcrest Financial LLC Franklinville, NJ Jan 2016 - Current < 1
Sole Proprietor/independent Insurance Agent Franklinville, NJ Nov 2002 - Current 14
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Feb 2016 10
Cambridge Investment Research, Inc. Fairfield, IA Jan 2003 - Feb 2016 13
Cambridge Investment Research, Inc. Fairfield, IA Nov 2002 - Feb 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Steven A. Boorstein
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $98,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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