Glad
Perez
Aurora Private Wealth, Inc
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About this Advisor
Glad Perez is a financial advisor working in Basking Ridge, New Jersey with 4 years of relevant experience. Perez is currently employed by Aurora Private Wealth, Inc. Over the course of their career, Perez has held roles at Lpl Financial LLC, Insight Private Advisors, LLC, Purshe Kaplan Sterling Investments, Apw Capital, Main Street Private Advisors and Indigo Wealth Management. Perez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Aurora Private Wealth, Inc is a financial advisory business that has its headquarters in Rockaway, NJ. The firm has offices in 16 locations and a total of 23 employees. It controls $315 million in assets among 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 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Aurora Private Wealth, Inc performs a number 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. Fees for financial management largely vary depending on the services offered. However, fee types billed by Aurora Private Wealth, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aurora Private Wealth, Inc Brokerage Details
$315,263,209
23
1,814
$173,794
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
Glad Perez Work History
Glad has been registered as a financial advisor for 4 years.*
Apw Capital
Indigo Wealth Management
Main Street Private Advisors
Purshe Kaplan Sterling Investments
Insight Private Advisors, LLC
Lpl Financial 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 Glad Perez 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
Flemington, NJ
East Stroudsburg, PA
Hillsborough, NJ
Rockaway, NJ
Bridgewater, NJ
Pennington, NJ
Charlestown, RI
Wichita, KS
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