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).
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Total Assets Under Management36MILLION
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Total Number of Accounts243ACCOUNTS
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Average Account Value$146,501
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA
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.
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.
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.