Rockcrest Financial LLC
Rockcrest Financial LLC (CRD# 282360) is a financial advisory firm headquartered in Franklinville, NJ. They manage $6,789,590 in 69 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$98,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Steven Boorstein (CRD# 3179971) is an Investment Advisor Representative working at RockCrest Financial LLC in Williamstown, 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.