Uniondale, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aurora Private Wealth, Inc.
Team
Firm-wide stats for Aurora Private Wealth, Inc.
About
Aurora Private Wealth, Inc. is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm provides financial planning, consulting and both discretionary and non‑discretionary investment management across approximately $374 million in assets through a team of 18 advisors.
Aurora delivers advice through a network of investment adviser representatives (IARs) who operate under the firm’s supervision but may market under their own dba names; IARs develop individualized investment policies and implement strategies via individual portfolios, firm‑designed model portfolios, and by selecting independent managers. The firm uses third‑party platforms such as Envestnet and SEI and discloses that its strategies can include strategic and tactical asset allocation, options and other derivatives, structured products, and the use of margin when appropriate and suitable for the client.
Noteworthy features include an affiliated broker‑dealer (APW Capital) and an affiliated insurance agency, common control with another registered adviser (Comprehensive Capital Management), and Aurora’s sponsorship of an in‑house wrap fee program while also participating in unaffiliated wrap programs. These affiliations, platform fee arrangements, and the firm’s use of borrowing and derivatives in managed accounts are explicitly disclosed in the brochure and create potential conflicts of interest that Aurora says it addresses through supervision, disclosure and its Code of Ethics; operating from multiple offices is another operational characteristic that distinguishes its structure from many peers.
Based on Aurora Private Wealth, Inc.
Expertise
Based on Aurora Private Wealth, Inc.
Location
333 Earle Ovington Blvd, Suite #510
Uniondale NY 11553
Advisors at this office
4
Advisors at this office
Howard Z
Series 63
Uniondale, NY
Aurora Private Wealth, Inc.
Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 34 years of industry experience. He has worked at several firms, including MML Investors Services Inc. and MASSMUTUAL. Outside of his advisory role, he serves as vice president and member of Standard Pension Services, providing retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-based approach, utilizing both firm-designed models and independent managers.
Peter D
Series 65, Series 63
Uniondale, NY
Aurora Private Wealth, Inc.
Peter Devlin is a financial advisor at Aurora Private Wealth, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Aurora Private Wealth since 2017. Devlin also serves as a relationship manager for Standard Pension Services, LLC, where he provides retirement plan consulting and insurance 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 offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.
Eric M
Series 63, Series 65
Uniondale, NY
Aurora Private Wealth, Inc.
Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. 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 advisors, utilizing a range of investment strategies and third-party platforms.
Benson T
CFP®, Series 63, Series 65
Uniondale, NY
Aurora Private Wealth, Inc.
Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through Standard Pension 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 offers financial planning, consulting, and investment management through a team-based approach that utilizes individualized policies, model portfolios, and third-party platforms.
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