Aurora Private Wealth, Inc

Investment Advisor
in Carlsbad, CA

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About this Advisor

John Paladino is a financial advisor operating out of Carlsbad, California, with a total of 11 years of professional experience. Paladino works at Aurora Private Wealth, Inc. Over the course of their career, they have held roles at Morgan Stanley, Morgan Stanley Smith Barney, Comprehensive Asset Management & Servicing, Inc, Sterling Wealth Management and Sterling Global Strategies LLC. Paladino has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Aurora Private Wealth, Inc is a firm that has its headquarters in Carlsbad, California. The investment advisory business has offices in 18 locations and a total of 35 advisors. It manages $427 million in assets between its 2,086 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,086 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Aurora Private Wealth, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

701 Palomar Airport Rd. Ste. 300
Carlsbad, CA 92011-1029

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Aurora Private Wealth, Inc Brokerage Details

Total Assets Under Management


CA Average: $10,121,009,343
Total Number of Employees


CA Average: 92
Total Number of Accounts


CA Average: 6,978
Average Account Size


CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Paladino Work History

John has 12 years of experience.

2014 - Present (6 years)

Sterling Global Strategies LLC

2012 - Present (8 years)

Sterling Wealth Management

2012 - 2016 (4 years)

Comprehensive Asset Management & Servicing, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2008 - 2012 (4 years)

Morgan Stanley


John Paladino has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aurora Private Wealth, Inc

Eric Lathrop
Flemington, NJ
Edward Reaven
East Stroudsburg, PA
John Chapel
Charlestown, RI
Willard Moore
Holmdel, NJ
Harold Wachtel
Pine Brook, NJ
Glad Perez
Basking Ridge, NJ
John Cartledge
Miami, FL
Scott Wallach
Rockaway, NJ

This content was compiled from the SEC and FINRA.

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