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).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • 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

Financial Advisors at Rockcrest Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven A. Boorstein
CRD#: 3179971
3288 Delsea Dr, Ste A, Franklinville, NJ 08322
103
Wealthminder
score

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.

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