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Edward Reaven

Aurora Private Wealth, INC.
28 Years of Experience
East Stroudsburg, PA
BrokerSells Insurance
View SEC Summary
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Edward Reaven is a registered investment advisor at Aurora Private Wealth, INC., based in East Stroudsburg, PA, with 28 years of industry experience. Edward 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.

Aurora Private Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,508 clients
Average Client Portfolio
$248K average
Assets Under Management
$374.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

East Stroudsburg, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward owns real estate, works full-time as a financial advisor at Aurora Private Wealth since 2016, sells life insurance and fixed annuities for minimal time, and sells collectibles online on weekends.

Employment History
Current Registrations
Aurora Private Wealth, INC.
January 2017 - Present · 9 yrs 9 mos
Apw Capital, INC.Broker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Fce Group
November 2014 - September 2016 · 1 yr 10 mos
First Capital Equities,ltd.Broker
October 2014 - September 2016 · 1 yr 11 mos
The Mutual Fund Store
November 2012 - October 2014 · 1 yr 11 mos
Hornor, Townsend & Kent, INC.Broker
June 2012 - December 2012 · 6 mos
Aepg Wealth Strategies
April 2011 - February 2012 · 10 mos
Comprehensive Asset Management and Servicing, INC.Broker
March 2008 - March 2009 · 1 yr
Comprehensive Capital Management, INC.
March 2008 - March 2009 · 1 yr
Eisner Retirement Solutions LLCBroker
November 2005 - April 2007 · 1 yr 5 mos
TD Waterhouse Investor Services, INC.Broker
May 2001 - March 2005 · 3 yrs 10 mos
Oppenheimerfunds Distributor, INC.Broker
June 1999 - January 2001 · 1 yr 7 mos
Nomura Securities International, INC.Broker
May 1997 - April 1999 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
February 1997 - May 1997 · 3 mos
Neuberger & Berman Management IncorporatedBroker
January 1993 - July 1996 · 3 yrs 6 mos
All-Tech Investment Group, INC.Broker
October 1992 - December 1992 · 2 mos
Lehman Brothers INC.Broker
May 1992 - October 1992 · 5 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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