Timothy Liam Smith

CFP

Aurora Private Wealth, INC.

38 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management

Aurora Private Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,843 clients

Average Client Portfolio

$214K average

Assets Under Management

$395.3M

Fee Structure

Location

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

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History

Regulatory History (1)

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Regulatory

January 2020

Final

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Other Business ActivitiesSells Insurance

Timothy is involved in several outside business activities, including singing, theatrical productions, managing a foundation, and authoring books. He also serves as President for Comprehensive Capital Management, Inc., Aurora Insurance Services (selling insurance), and Aurora Private Wealth, INC., and is involved in ventures related to software and theatrical productions.

Employment History

Current Registrations

Aurora Private Wealth, INC.

October 2015 - Present · 10 yrs 4 mos

Apw Capital, INC.

February 1998 - Present · 28 yrs

Apw Capital, INC.Broker

February 1998 - Present · 28 yrs

Previous Registrations

Comprehensive Capital Management, INC.

February 2005 - February 2021 · 16 yrs

First Advisors Financial Group, LLC

February 2005 - December 2006 · 1 yr 10 mos

Comprehensive Asset Management and Servicing, INC.

September 1998 - August 2004 · 5 yrs 11 mos

MML Investors Services, INC.Broker

January 1988 - April 1990 · 2 yrs 3 mos

Massachusetts Mutual Life Insurance CompanyBroker

June 1987 - January 1988 · 7 mos

Summit Equities, INC.Broker

November 1985 - June 1996 · 10 yrs 7 mos

State Registrations23 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.