Kevin
Ryan
Aurora Private Wealth, Inc
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About this Advisor
Kevin Ryan is a financial advisor operating in Pennington, New Jersey with 4 years of industry experience. Ryan is an employee of Aurora Private Wealth, Inc. Throughout their career, Ryan has worked at Lpl Financial LLC, Insight Private Advisors, LLC, Purshe Kaplan Sterling Investments, Apw Capital and Main Street Private Advisors. Ryan has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in New Jersey. Aurora Private Wealth, Inc is an advisory company headquartered in Rockaway, NJ. The investment advisory business has offices in 16 locations and a total of 23 people on staff. It administers $315 million in total assets across its 1,814 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,814 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a broad array 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 fee schedules are based on which services the firm provides the client. However, fee types charged by Aurora Private Wealth, Inc can include some blend 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
Kevin Ryan Work History
Kevin has been registered as a financial advisor for 4 years.*
Apw Capital
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 Kevin Ryan 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
Hillsborough, NJ
Rockaway, NJ
Flemington, NJ
East Stroudsburg, PA
Pennington, NJ
Bridgewater, NJ
Charlestown, RI
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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