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Richard E Borowy

Alvin Clay Financial Advisors, LLC

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About Richard E Borowy

Richard E Borowy is an Investment Advisor Representative associated with Alvin Clay Financial Advisors, LLC. Richard has a Series 65 license and is registered with the state of Pennsylvania. He has been in the securities industry for over 35 years.

Firm Information

Richard Borowy is currently registered with Alvin Clay Financial Advisors, LLC. Alvin Clay Financial Advisors, LLC is an investment advisor registered with the SEC. The firm manages approximately $106,841,279 in assets for 224 clients. They offer a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals.

$106.84M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Borowy’s Registration & Firm History

PA

01/06/2023 - Present

Alvin Clay Financial Advisors, LLC (JENKINTOWN PA)

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Licenses & Designations

IA

Issued 10/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard E Borowy.
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