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 based in Charlestown, Rhode Island, working with Aurora Private Wealth, Inc. John has previously held positions at Lpl Financial, Insight Private Advisors, LLC, Purshe Kaplan Sterling Investments, Apw Capital, and Aurora Private Wealth Management. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, John is part of Aurora Private Wealth, Inc, which operates out of Charlestown, Rhode Island. 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

Series 63, Series 66

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

$363,261,922

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

32

RI Average: 92
Total Number of Accounts

1,890

RI Average: 6,978
Average Account Size

$192,202

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

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

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

Gregory Nardolillo
Morristown, NJ
John Chapel
Charlestown, RI
Benson Tang
Rockaway, NJ
Willard Moore
Holmdel, NJ
Edward Reaven
East Stroudsburg, PA
Peter Devlin
Rockaway, NJ
Eric Lathrop
Flemington, NJ
Kevin Ryan
Pennington, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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