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Totowa, NJ Office

Team
Updated today

Client AUM

$374,030,968

Clients

1,508

Advisors

4

Of 16 advisors across 10 offices

Location

999 Riverview Drive, Suite 201

Totowa NJ 07512

Advisors at this office

4

Advisors at this office

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Scott W

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, INC.

Scott Wallach is a financial advisor at Aurora Private Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Comprehensive Asset Management and Servicing. Outside of finance, Wallach is involved in music production. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors, employing a range of strategies including individual portfolios, model portfolios, and third-party managers.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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Glad P

Series 66

Totowa, NJ

Aurora Private Wealth, INC.

Glad Perez is a financial advisor with Aurora Private Wealth, Inc. and holds a Series 66 designation. He has 16 years of industry experience and has worked previously with firms such as Purshe Kaplan Sterling Investments and Insight Private Advisors. In addition to his advisory role, he owns Glad Reiki Healing, LLC, which offers therapeutic touch services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors utilizing customized portfolios, model strategies, and third-party platforms.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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John C

Series 63, Series 66

Totowa, NJ

Aurora Private Wealth, INC.

John Chapel is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Edward R

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, INC.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Artisan Advisors since 2016. Outside of his advisory role, he is involved in selling collectibles online during weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing individualized investment policies, model portfolios, and independent managers.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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