Edward Reaven
Edward Reaven is a registered investment advisor at Aurora Private Wealth, INC., based in East Stroudsburg, PA, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
East Stroudsburg, PA
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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
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.
Apw Capital, INC.Broker
Previous Registrations
Fce Group
First Capital Equities,ltd.Broker
The Mutual Fund Store
Hornor, Townsend & Kent, INC.Broker
Aepg Wealth Strategies
Comprehensive Asset Management and Servicing, INC.Broker
Comprehensive Capital Management, INC.
Eisner Retirement Solutions LLCBroker
TD Waterhouse Investor Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Nomura Securities International, INC.Broker
Dean Witter Reynolds INC.Broker
Neuberger & Berman Management IncorporatedBroker
All-Tech Investment Group, INC.Broker
Lehman Brothers INC.Broker
State Registrations2 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.