Howard Zodicoff
Howard Zodicoff is a registered investment advisor at Aurora Private Wealth, INC., based in Uniondale, NY, with 34 years of industry experience. Howard 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
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
Howard is involved in retirement plan consulting, insurance sales, and investment advisory services. He dedicates a significant amount of time to these activities, including full-time hours to investment advisory and running day-to-day operations for RSC Insurance brokerage, and about 10-20% of his time to sales/insurance products through HZEZ, Inc.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
New England SecuritiesBroker
State Registrations10 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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