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EB

Edward T. Borer

BORER DENTON & ASSOCIATES
BLUE BELL, PA 19422
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CRD#: 26171
EB

Professional summary


Edward Turner Borer is a registered financial advisor currently at BORER DENTON & ASSOCIATES, INC. located in Blue Bell, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1968. Edward has worked at 6 firms and has passed the Series 63, Series 7TO, Series 99TO, Series 52TO, SIE, Series 87, Series 1, Series 53, Series 24, Series 27 and Series 00 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edward Turner Borer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 21, 2005 - Present

BORER DENTON & ASSOCIATES, INC.

Office #1: 610 Sentry Parkway, Suite 100, Blue Bell, PA 19422
RIA
CRD#: 135729
BLUE BELL, PA
Past

June 6, 2017 - October 9, 2025

HENLEY & COMPANY LLC

BD
CRD#: 131453
BLUE BELL, PA
Past

August 12, 2005 - June 6, 2017

PETERSEN INVESTMENTS, INC.

BD
CRD#: 38537
BLUE BELL, PA
Past

May 12, 2005 - August 22, 2005

USTOCKTRADE SECURITIES, INC.

BD
CRD#: 16208
NEWTON, MA
Past

February 10, 2005 - May 12, 2005

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES

BD
CRD#: 15275
WAYNE, PA
Past

April 4, 1989 - July 1, 2003

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES

BD
CRD#: 15275
WAYNE, PA
Past

March 5, 1968 - March 14, 1989

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 409

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BD
BORER DENTON & ASSOCIATES, INC.
BORER DENTON & ASSOCIATES, INC. | THE PHILADELPHIA CORPORATION

CRD#: 135729 / SEC#: 801-66225

RIA
Registered Investment Advisory firm - (2/7/2006 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/3/2006 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(6/21/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/24/1960
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 2/19/1968
General Securities Principal Examination

Current Firm


BD
BORER DENTON & ASSOCIATES, INC.
BORER DENTON & ASSOCIATES, INC. | THE PHILADELPHIA CORPORATION

CRD#: 135729 / SEC#: 801-66225

RIA
Registered Investment Advisory firm - (2/7/2006 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/3/2006 Terminated)
Loading...

Contact information


Main Address
610 Sentry Parkway, Suite 100, Blue Bell, PA 19422-2314
Mailing Address
Phone number
(610) 238-0888
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BORER DENTON & ASSOCIATES ADV PART 2A 2510 (10/8/2025)

Regulatory assets under management


Total Number of Accounts222
AUM (Assets Under Management)$ 401,270,165

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
01/13/2025
12/28/2023
02/11/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BORER DENTON & ASSOCIATES, INC.

CRD#: 135729Blue Bell, PA 19422

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