Rockcrest Financial LLC
Rockcrest Financial LLC (CRD# 282360) is a financial advisory firm headquartered in Williamstown, NJ. They manage $9,356,199 in 104 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$89,963
- 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 with RockCrest Financial LLC in Williamstown, NJ and has over 18 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.