Direct booking
Book time directly with this advisor, no back-and-forth required
5 advisors near New York, NY
Based on your filters
Scott W
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, INC.
Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Rockaway, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Aurora Private Wealth and Comprehensive Asset Management and Servicing, Inc. since 2017, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and utilizes a network of supervised advisers who tailor strategies including asset allocation, mutual fund and ETF selection, and third-party manager allocation.
Glad P
Series 66
Totowa, NJ
Aurora Private Wealth, INC.
Glad Perez is a financial advisor with Aurora Private Wealth, Inc. holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Indigo Wealth Management, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Outside of finance, he owns Glad Reiki Healing, LLC, a therapeutic touch business. Aurora Private Wealth, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach includes discretionary and non-discretionary portfolio management with strategies tailored to client objectives and risk tolerance, supported by a network of supervised investment adviser representatives.
John C
Series 63, Series 66
Totowa, NJ
Aurora Private Wealth, INC.
John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. He has been with Aurora Private Wealth since 2019. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, with investment strategies tailored to client objectives and risk tolerance.
Edward R
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, INC.
Edward Reaven is a financial advisor at Aurora Private Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Artisan Advisors and First Capital Equities, Ltd. Outside of his advisory role, he is involved in life insurance sales and operates an online collectibles business. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm delivers investment advice through a network of supervised representatives who tailor portfolios using various strategies, including asset allocation, mutual funds, ETFs, options, and third-party platforms.
Willard M
Series 66
Totowa, NJ
Aurora Private Wealth, INC.
Willard Moore is a financial advisor with Aurora Private Wealth, Inc. in Holmdel, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Moore also serves as the managing member and wealth manager of Moore Wealth Management, LLC, an investment advisory and insurance firm. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
5 advisors near New York, NY
Based on your filters