Aiden Boorstein (CRD# 7854628) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has 1 year of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockcrest Financial LLC | Somers Point, NJ | Mar 2023 - Current | 1 |
| Self Employed | Williamstown, NJ | Jan 2022 - Current | 2 |
| Grubhub & Doordash | Williamstown, NJ | Jun 2020 - Jan 2022 | 1 |
| Unemployed | Williamstown, NJ | Aug 2019 - Jun 2020 | < 1 |
| Spectrum Design LLC | Franklin, NJ | Jun 2019 - Aug 2019 | < 1 |
| Student | Williamstown, NJ | Dec 2013 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$146,501
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA
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