PD

Peter John Devlin

18 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

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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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

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 · 4 yrs 10 mos
Apw Capital, INC.Broker
September 2017 - Present · 8 yrs 4 mos
Previous Registrations
MML Investors Services, LLC Broker
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
Exams
No exam information available for this advisor.
Peter John Devlin - Financial Advisor | AdvisorDiscover