Glad
Perez
Aurora Private Wealth, Inc
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About this Advisor
Glad Perez is a financial advisor based in Basking Ridge, New Jersey, working with Aurora Private Wealth, Inc. Glad has previously held positions at Lpl Financial LLC, Insight Private Advisors, LLC, Purshe Kaplan Sterling Investments, Apw Capital, Main Street Private Advisors, and Indigo Wealth Management. Glad has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Glad is part of Aurora Private Wealth, Inc, which operates out of Basking Ridge, New Jersey. The firm has 16 offices and 32 employees. The firm manages assets totaling $363.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Aurora Private Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aurora Private Wealth, Inc Brokerage Details
$363,261,922
32
1,890
$192,202
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
Apw Capital
Indigo Wealth Management
Main Street Private Advisors
Purshe Kaplan Sterling Investments
Insight Private Advisors, LLC
Lpl Financial LLC
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
Morristown, NJ
Charlestown, RI
Holmdel, NJ
Rockaway, NJ
Rockaway, NJ
East Stroudsburg, PA
Flemington, NJ
Pennington, NJ
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