Scott
Wallach
Aurora Private Wealth, Inc
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About this Advisor
Scott Wallach is a financial advisor who works in Rockaway, New Jersey with 6 years of industry experience. Wallach is currently employed by Aurora Private Wealth, Inc. Over the course of their career, Wallach has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Comprehensive Asset Management And Servicing, Inc and Aurora Private Wealth, Inc. Wallach holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New Jersey. Aurora Private Wealth, Inc is a registered investment business based in Rockaway, NJ. It has offices in 16 locations and a total of 23 employees. It controls $315 million in assets among its 1,814 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,814 accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers 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 usually are based on which service is provided. Fee types billed by Aurora Private Wealth, Inc can include any 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
Scott Wallach Work History
Scott has been registered as a financial advisor for 6 years.*
Comprehensive Asset Management And Servicing, Inc
Aurora Private Wealth, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Scott Wallach 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
Flemington, NJ
Rockaway, NJ
East Stroudsburg, PA
Bridgewater, NJ
Pennington, NJ
Charlestown, RI
Wichita, KS
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