Rockcrest Financial LLC

Rockcrest Financial LLC (CRD# 282360) is a financial advisory firm headquartered in Somers Point, NJ. They manage $35,599,843 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
551 New Road, Suite B, Somers Point, NJ 08244
https://www.linkedin.com/in/stevenaboorstein/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $146,501
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Rockcrest Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Steven Boorstein, financial advisor Somers Point NJ
Steven A. Boorstein
CRD#: 3179971
551 New Road, Suite B, Somers Point, NJ 08244

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.

2
John Fredrick, financial advisor Somers Point NJ
John P. Fredrick
CRD#: 732986
551 New Road, Suite B, Somers Point, NJ 08244

John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has over 25 years of experience in the finance industry.

3
Aiden Boorstein, financial advisor Somers Point NJ
Aiden T. Boorstein
CRD#: 7854628
551 New Road, Suite B, Somers Point, NJ 08244

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals