Eric Lathrop
Eric Lathrop is a registered investment advisor at Aurora Private Wealth, INC., based in Flemington, NJ, with 16 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
151 Main Street, Flemington, NJ, 08822
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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 a Senior Wealth Advisor, spending minimal time selling fixed insurance and fixed annuities with various carriers since 2019. He also works as a Wealth Advisor for Aurora Private Wealth, Inc., dedicating nearly full-time hours to advising clients' investment accounts.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
Premier College Funding
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations8 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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