AB
Aiden T. Boorstein
ROCKCREST FINANCIAL LLC
Somers Point, NJ 08244
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CRD#: 7854628
AB
Professional summary
Aiden Thomas Boorstein is a registered financial advisor currently at ROCKCREST FINANCIAL LLC located in Somers Point, New Jersey.
Aiden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aiden has worked at 1 firm and has passed the Series 65 exam.
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.
1. Self-employed/AI-related projects/Remote/independent contractor/March 2025/20 hours per month outside of market hours
CRS (Client Relationship Summary) - RIA
Click below to view Aiden Thomas 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®
NoneExperience
Current
January 18, 2024 - Present
ROCKCREST FINANCIAL LLC
Office #1: 551 New Road Suite B, Somers Point, NJ 08244RIA
CRD#: 282360
Somers Point, NJ
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(1/18/2024)
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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