Steven Boorstein, financial advisor Williamstown NJ

Steven Boorstein

CRD Number: 3179971
Current Firm: Rockcrest Financial LLC
Compensation Model: Both

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.

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Professional Designations
Company Name Location Dates Years
Rockcrest Financial LLC Williamstown, NJ Jan 2016 - Current 8
Nomad Rx LLC Williamstown, NJ Feb 2011 - Current 13
Kennedy Memorial Hospital/jefferson Health Franklinville, NJ May 2003 - Current 20
Sole Proprietor/independent Insurance Agent Williamstown, NJ Nov 2002 - Current 21
Boorstein Gardner Real Estate, LLC Franklinville, NJ Nov 2002 - Jun 2020 17
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Feb 2016 10
Cambridge Investment Research, Inc. Fairfield, IA Jan 2003 - Feb 2016 13
Cambridge Investment Research, Inc. Fairfield, IA Nov 2002 - Feb 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Steven A. Boorstein
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $146,756
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

Firm Disclaimer:

RockCrest Financial LLC is a registered investment advisor in the states of New Jersey and Pennsylvania. We also currently serve a limited number of clients in California, Georgia, Nebraska, and Virginia.

Registration does not imply a certain level of skill or training. The presence of our listing on this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RockCrest Financial LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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