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Eric William Lathrop

Aurora Private Wealth, Inc.

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About Eric William Lathrop

Eric Lathrop is a financial advisor with over 13 years of experience in the financial services industry. Eric is currently registered with Aurora Private Wealth, Inc. and previously held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC. Eric is a licensed Series 7 and Series 66 registered representative. Eric focuses on providing financial planning, investment management, and pension consulting services to individuals and businesses. Eric is also a Senior Wealth Advisor for a fixed insurance and fixed annuities firm.

Firm Information

Eric Lathrop is currently registered with Aurora Private Wealth, Inc.. Aurora Private Wealth, Inc. is a wealth management firm headquartered in Rockaway, NJ. They serve both high-net-worth individuals and individuals other than high-net-worth with a focus on financial planning, pension consulting, and portfolio management. The firm manages over $363 million in assets for 1,890 clients. They are registered with the SEC and have 21 licensed agents and investment adviser representatives.
Aurora Private Wealth, Inc.

100 ENTERPRISE DRIVE

ROCKAWAY, NJ 07866

$363.26M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Lathrop’s Registration & Firm History

NJ

01/03/2019 - Present

Aurora Private Wealth, Inc. (Flemington NJ)

NJ

05/02/2016 - 12/31/2018

PURSHE KAPLAN STERLING INVESTMENTS (Flemington NJ)

NJ

01/06/2012 - 05/02/2016

LPL FINANCIAL LLC (FLEMINGTON NJ)

PA

06/07/2010 - 01/23/2012

MORGAN STANLEY SMITH BARNEY (ALLENTOWN PA)

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Licenses & Designations

BOTH

Issued 07/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric William Lathrop.
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