ER

Edward Harris Reaven

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

Financial Plan Fee:$500 - $15,000
Hourly Rate:$50 - $800/hr

Aurora charges fixed, hourly, or asset-based fees for financial planning and investment management. Financial planning fees range from $500 to $15,000 (fixed) or $50 to $800 (hourly). Investment management fees typically range from 0.25% to 2.95% annually, depending on the IAR and client agreement. Clients also incur additional charges from third parties like broker-dealers and custodians. Discounts may be offered to family and friends of associated persons of the firm.

Areas of Practice
Retirement PlanningCharitable GivingTax PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

East Stroudsburg, PA

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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
Apw Capital, INC.Broker
January 2017 - Present · 9 yrs
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 LLC Broker
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
Exams
No exam information available for this advisor.