John Bello
John Bello is a registered investment advisor at Aurora Private Wealth, INC., based in Rockaway, NJ, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent selling life and long-term care insurance since 1985. He evaluates client needs and sells appropriate insurance products.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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