Eric Monroe
Eric Monroe is a registered investment advisor at Aurora Private Wealth, INC., based in Uniondale, NY, with 37 years of industry experience. Eric 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
333 Earle Ovington Blvd, Suite 510, Uniondale, NY, 11553
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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
Eric is involved in several business activities, including retirement plan consulting, insurance sales (life, health, disability, annuities), and selling wellness benefits to businesses. He dedicates a significant amount of time to these activities, including full-time hours to investment advisory services.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Underwriters Equity CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
J.P. Turner & Company, L.L.C.Broker
Barron Chase Securities, INC.Broker
Barron Chase Securities, INC.Broker
State Street Securities, INC.Broker
Kensington Wells IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
State Registrations6 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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