Steven A. Boorstein
ROCKCREST FINANCIAL LLC | Founder & CEO of Rockcrest Financial, LLC
Somers Point, NJ 08244
CRD#: 3179971
Professional summary
Steven Alan Boorstein, CFP® is a registered financial advisor currently at ROCKCREST FINANCIAL LLC located in Somers Point, New Jersey.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Biography
Meet Steve Boorstein – Financial Planner, Investment Manager, Pharmacist, Real Estate Entrepreneur, Author, Husband & Dad…
Steven A. Boorstein, is a Certified Financial Planner™ professional, CEO and Founder of RockCrest Financial LLC, an investment advisory firm. Steven also has a Doctor of Pharmacy (PharmD) degree and has been involved in the pharmacy profession for over 25 years.
He is the author of How to Buy Your First Rental Property and Beyond – a book that discusses the pros and cons of owning rental properties, as well as, how to evaluate potential deals from his personal experience of purchasing and managing over 24 rental units.
Steven has been quoted in TheStreet.com, DailyNurse.com, NerdWallet and The Stir on topics ranging from college and retirement planning to teaching kids about money.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
High Net Worth Planning
Retirement Planning
Risk Management and Insurance ...
Estate Planning
Investment Management
Real Estate (LLP, REIT's, Priv...
How do you get paid?
Fixed Fee
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.
1. RENTAL PROPERTY OWNER, NORTHFIELD NJ, START DATE 3/2002; NOT INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH, NONE DURING TRADING HRS. 2. NOMADRX, LLC, NORTHFIELD NJ, START DATE: 2/1/11 AS A PRINCIPAL. NOT INVESTMENT RELATED. HOLDING COMPANY FOR PURCHASE AND MANAGEMENT OF PHYSICIAL AND ONLINE REAL ESTATE: INCLUDING SOCIAL MEDIA CHANNELS, WEB SITES, WRITING/PUBLISHING AND OTHER BUSINESS ACTIVITIES. APPROXIMATELY 5 HOURS PER MONTH, NONE DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Alan Boorstein's 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®
CFP®
Start date: 2005
Experience
Current
February 24, 2016 - Present
ROCKCREST FINANCIAL LLC
Office #1: 551 New Road Suite B, Somers Point, NJ 08244Office #2: 5 South Main Street, Suite A, Williamstwon, NJ 08094RIA
CRD#: 282360
Somers Point, NJ
Past
March 28, 2005 - March 7, 2016
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
FRANKLINVILLE, NJ
Past
November 22, 2002 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
FRANKLINVILLE, NJ
Past
November 22, 2002 - March 4, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FRANKLINVILLE, NJ
Past
June 7, 2002 - November 26, 2002
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
MARLTON, NJ
Past
March 5, 1999 - November 26, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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
New Jersey(2/24/2016)
IAR
Pennsylvania(2/24/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
RF
ROCKCREST FINANCIAL LLC
ROCKCREST FINANCIAL LLC | ROCKFEST FINANCIAL LLC
CRD#: 282360 / SEC#:
New Jersey
Registered Investment Advisory firm - (2/24/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (2/24/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
551 New Road Suite B, Somers Point, NJ 08244
Mailing Address
Phone number
(856) 694-3288
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 224 |
| AUM (Assets Under Management) | $ 37,379,822 |
Red Flags
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Company Information
ROCKCREST FINANCIAL LLC
Founder & CEO of Rockcrest Financial, LLCCRD#: 282360Somers Point, NJ 08244TRUST BUT VERIFY
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