Richard E Borowy
Investment adviser representative at Alvin Clay Financial Advisors, LLC
39 yearsExperience
1 stateRegistered in
$186.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
39 years in the industry.
- Alvin Clay Financial Advisors, LLCFeb 2021 to now
- RetirementJan 2020 to Feb 2021
- Independent ConsultantJul 2019 to Dec 2019
- Pitcairn Trust CompanyMar 1987 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Alvin Clay Financial Advisors, LLC
$186.6MAssets managed
178Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7661553
- Firm CRD
- 226655