EL
EL

Eric William Lathrop

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
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

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Location

151 Main Street, Flemington, NJ, 08822

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History

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

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.
January 2019 - Present · 7 yrs 1 mo
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - December 2018 · 2 yrs 7 mos
Insight Private Advisors, LLC
February 2015 - December 2018 · 3 yrs 10 mos
Premier College Funding
June 2012 - December 2014 · 2 yrs 6 mos
LPL Financial LLC
January 2012 - May 2016 · 4 yrs 4 mos
LPL Financial LLCBroker
January 2012 - May 2016 · 4 yrs 4 mos
Morgan Stanley Smith Barney LLC
July 2010 - January 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2010 - January 2012 · 1 yr 7 mos
State Registrations8 states
AZCTMDNCNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.