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Peter Devlin

Aurora Private Wealth, INC.
19 Years of Experience
Uniondale, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Devlin is a registered investment advisor at Aurora Private Wealth, INC., based in Uniondale, NY, with 19 years of industry experience. Peter 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
—
View Full SEC Brochure

Location

333 Earle Ovington Blvd, Suite 510, Uniondale, NY, 11553

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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

Peter works as a Relationship Manager at Standard Pension Services, LLC, focusing on retirement plan consulting, insurance sales, and client relationship management, dedicating full-time hours. Peter also works as an Investment Advisor at Aurora Private Wealth, Inc., spending full-time hours conducting investment advisory services.

Employment History
Current Registrations
Aurora Private Wealth, INC.
March 2021 - Present · 5 yrs 7 mos
Apw Capital, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
February 2009 - May 2012 · 3 yrs 3 mos
Andrew Garrett, INC.
January 2009 - January 2009 · 0 mos
Andrew Garrett INC.Broker
August 2008 - January 2009 · 5 mos
Perdiue Securities, LLCBroker
June 2007 - August 2008 · 1 yr 2 mos
Brown Brothers Harriman & CO.Broker
November 2006 - October 2007 · 11 mos
Minero Securities, LLCBroker
February 2005 - July 2007 · 2 yrs 5 mos
C. J. Ledone Equities, INC.Broker
July 2004 - February 2005 · 7 mos
C. J. Ledone Equities, INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
Harper & Dolan, L.L.C.Broker
September 2002 - November 2002 · 2 mos
Minero Securities, LLCBroker
June 2002 - September 2002 · 3 mos
Minero Securities, LLCBroker
May 2001 - January 2002 · 8 mos
State Registrations6 states
CAFLNJNYPATX
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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