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Richard E Borowy

Alvin Clay Financial Advisors, LLC

Jenkintown, PA

CRD 7661553

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Employer firm

Alvin Clay Financial Advisors, LLC CRD 226655

$187M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alvin Clay Financial Advisors, Llc

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-06
  • PA RA
    APPROVED
    Since 2023-01-06

Branch Locations

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alvin Clay Financial Advisors, Llc Jenkintown PA 01/2023 Present
Alvin Clay Financial Advisors, Llc Jenkintown PA 02/2021 Present
Retirement Glenside PA 01/2020 02/2021
Independent Consultant Jenkintown PA 07/2019 12/2019
Pitcairn Trust Company Jenkintown PA 03/1987 06/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07

View on SEC IAPD

Nearby Firms

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
FINANCIAL SPECTRUM INC.
DUCHARME WEALTH ADVISORS, LLC

Nearby Investors

DONALD EDWARD JONES
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON

Nearby Offices

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC · Jenkintown, PA
FINANCIAL SPECTRUM INC. · JENKINTOWN, PA
DUCHARME WEALTH ADVISORS, LLC · JENKINTOWN, PA

More in Jenkintown, PA

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