Advisors at this firm
Howard Z
Series 63
Uniondale, NY
Aurora Private Wealth, INC.
Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual. Outside of advisory work, he is involved in retirement plan consulting and insurance sales through his roles at Standard Pension Services, LLC and as an independent insurance agent. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, retirement plan consulting, and sponsors a wrap-fee program.
Scott W
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, INC.
Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Rockaway, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Aurora Private Wealth and Comprehensive Asset Management and Servicing, Inc. since 2017, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and utilizes a network of supervised advisers who tailor strategies including asset allocation, mutual fund and ETF selection, and third-party manager allocation.
Timothy P
Series 63, Series 65
Doylestown, PA
Aurora Private Wealth, INC.
Timothy Padva is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at APW Capital, Inc. since 2003 and was previously with Wilshire Group, LLC from 2001 to 2018. Outside of his advisory role, he is the CEO of Lively Employer Services, a payroll and employee benefits administration company, and serves as Managing Member of Hearthstone Advisors LLC, a 401(k) advisory firm. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management through a network of supervised investment adviser representatives, employing diverse strategies including asset allocation, mutual fund and ETF selection, and independent manager allocation.
Glad P
Series 66
Totowa, NJ
Aurora Private Wealth, INC.
Glad Perez is a financial advisor with Aurora Private Wealth, Inc. holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Indigo Wealth Management, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Outside of finance, he owns Glad Reiki Healing, LLC, a therapeutic touch business. Aurora Private Wealth, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach includes discretionary and non-discretionary portfolio management with strategies tailored to client objectives and risk tolerance, supported by a network of supervised investment adviser representatives.
Peter D
Series 63, Series 65
Uniondale, NY
Aurora Private Wealth, INC.
Peter Devlin is an investment advisor at Aurora Private Wealth, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Aurora Private Wealth since 2017. In addition to his advisory role, he serves as a Relationship Manager at Standard Pension Services, LLC, focusing on retirement plan consulting and insurance services. Aurora Private Wealth, Inc. provides financial planning, consulting, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives who tailor strategies to client objectives.
Timothy S
CFP®, Series 63, Series 65
Sarasota, FL
Aurora Private Wealth, INC.
Timothy Smith is a CFP® with 38 years of industry experience, currently serving as President of Aurora Private Wealth, Inc. He has held leadership roles at Comprehensive Capital Management and APW Capital, Inc. since the late 1990s. Outside of finance, he is involved in the arts as a singer of Irish music and culture, serves as a trustee for a nonprofit theater company, and acts as treasurer for a charitable foundation. He is also an author and public speaker. Aurora Private Wealth, Inc. provides financial planning, consulting, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a network of supervised advisers who tailor strategies to client objectives using a range of investment approaches and third-party platforms.
John C
Series 63, Series 66
Totowa, NJ
Aurora Private Wealth, INC.
John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. He has been with Aurora Private Wealth since 2019. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, with investment strategies tailored to client objectives and risk tolerance.
Eric M
Series 63, Series 65
Uniondale, NY
Aurora Private Wealth, INC.
Eric Monroe is an investment advisor at Aurora Private Wealth, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aurora Private Wealth and its affiliated firm APW Capital, Inc. since 2017. In addition to his advisory role, he is involved in retirement plan consulting through Standard Pension Services, LLC, and operates as an independent insurance broker offering fixed insurance products. Aurora Private Wealth, Inc. provides financial planning, investment advisory, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers tailored portfolio management and independent manager selection through a network of supervised advisors, employing a range of investment strategies aligned with clients’ objectives and risk tolerances.
Benson T
CFP®, Series 63, Series 65
Uniondale, NY
Aurora Private Wealth, INC.
Benson Tang is a CFP® professional with two years of industry experience, currently affiliated with Aurora Private Wealth, Inc. He has previously worked at Morgan Stanley Fund Services and holds Series 63 and Series 65 licenses. Outside of his advisory role, he assists in preparing client reviews and financial planning at Standard Pension Services. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and sponsors a wrap-fee program, delivering advice through a network of supervised investment adviser representatives who tailor portfolios to client objectives.
Edward R
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, INC.
Edward Reaven is a financial advisor at Aurora Private Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Artisan Advisors and First Capital Equities, Ltd. Outside of his advisory role, he is involved in life insurance sales and operates an online collectibles business. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm delivers investment advice through a network of supervised representatives who tailor portfolios using various strategies, including asset allocation, mutual funds, ETFs, options, and third-party platforms.
Kristy B
Series 66
Wichita, KS
Aurora Private Wealth, INC.
Kristy Berger is a Series 66-licensed financial advisor with Aurora Private Wealth, Inc. in Wichita, KS, bringing 18 years of industry experience. She has worked at Planned Professional Advisory, Planned Professional Management, and Comprehensive Asset Management & Servicing, Inc. Outside of her advisory role, she is involved in raising cattle and horses on a farm she co-owns with her husband. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting, tailoring portfolios to client objectives through a range of strategies and oversight.
Eric L
Series 66
Flemington, NJ
Aurora Private Wealth, INC.
Eric Lathrop is a financial advisor at Aurora Private Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial LLC. Outside of his advisory role, he is a Senior Wealth Advisor involved in fixed insurance and annuities. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management strategies and emphasizes tailored investment approaches through a network of supervised representatives.
Kevin L
Series 63, Series 66
Chepachet, RI
Aurora Private Wealth, INC.
Kevin Le Blanc is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Edward Jones, Santander Securities, and SCOTTRADE. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, delivering advice through a network of supervised investment adviser representatives with tailored portfolio strategies.
Glen M
Series 63
Wichita, KS
Aurora Private Wealth, INC.
Glen Mishler is a financial advisor with Aurora Private Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 38 years of industry experience. He has worked at Comprehensive Asset Management & Servicing, Inc. since 2010 and has been involved with Planned Professional Advisory and Planned Professional Services, Inc. since 1990. Outside of advising, he owns a tax preparation business and sells fixed insurance products. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives who tailor strategies to client objectives.
Willard M
Series 66
Totowa, NJ
Aurora Private Wealth, INC.
Willard Moore is a financial advisor with Aurora Private Wealth, Inc. in Holmdel, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Moore also serves as the managing member and wealth manager of Moore Wealth Management, LLC, an investment advisory and insurance firm. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives.