John
Chapel

Aurora Private Wealth, Inc

CRD#857747
Investment Advisor
in Charlestown, RI

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About this Advisor

John Chapel is a financial advisor operating in Charlestown, Rhode Island with 4 years of industry experience. Chapel is currently employed by Aurora Private Wealth, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Lpl Financial, Insight Private Advisors, LLC, Purshe Kaplan Sterling Investments, Apw Capital and Aurora Private Wealth Management. Chapel holds Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in New Jersey. Aurora Private Wealth, Inc is an advisory business based out of Rockaway, NJ. The investment advisory business has offices in 16 locations and a total of 23 financial advisors. It has $315 million in assets under management across its 1,814 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,814 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Aurora Private Wealth, Inc has a diverse 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 fees largely vary depending on the financial services offered. Fee types charged by Aurora Private Wealth, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

11 Ocean Ridge Drive
Charlestown, RI 02813

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Aurora Private Wealth, Inc Brokerage Details

Total Assets Under Management

$315,263,209

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

23

RI Average: 92
Total Number of Accounts

1,814

RI Average: 6,978
Average Account Size

$173,794

RI 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

John Chapel Work History

John 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

2013 - 2016 (3 years)

Lpl Financial

2010 - 2013 (3 years)

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 John Chapel 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

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

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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