Eric
Lathrop

Aurora Private Wealth, Inc

CRD#5781631
Investment Advisor
in Flemington, NJ

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About this Advisor

Eric Lathrop is a financial advisor operating in Flemington, New Jersey who has 4 years of industry experience. Lathrop works at Aurora Private Wealth, Inc. During their career, the advisor has held roles at Lpl Financial LLC, Premier College Funding, LLC, Insight Private Advisors, LLC, Insight Financial Services LLC, Purshe Kaplan Sterling Investments, Apw Capital and Aurora Private Wealth Management. Lathrop maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Aurora Private Wealth, Inc is a financial advisory company operating out of Rockaway, NJ. The firm has offices in 16 locations and a total of 23 employees. It administers $315 million in assets between its 1,814 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,814 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. Aurora Private Wealth, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Aurora Private Wealth, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

151 Main Street
Flemington, NJ 08822

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Aurora Private Wealth, Inc Brokerage Details

Total Assets Under Management

$315,263,209

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

23

NJ Average: 92
Total Number of Accounts

1,814

NJ Average: 6,978
Average Account Size

$173,794

NJ Average: $1,450,417

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

Eric Lathrop Work History

Eric has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Apw Capital

2019 - Present (5 years)

Aurora Private Wealth Management

2016 - 2018 (2 years)

Purshe Kaplan Sterling Investments

2015 - 2018 (3 years)

Insight Private Advisors, LLC

2012 - 2016 (4 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Premier College Funding, LLC

2012 - 2015 (3 years)

Insight Financial Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Lathrop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aurora Private Wealth, Inc

Edward Reaven
East Stroudsburg, PA
Martin Nielsen
Hillsborough, NJ
Peter Devlin
Rockaway, NJ
Eric Lathrop
Flemington, NJ
James Hunt
Bridgewater, NJ
Kevin Ryan
Pennington, NJ
John Chapel
Charlestown, RI
Kristy Berger
Wichita, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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