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John R Cartledge

Aurora Private Wealth, Inc.

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About John R Cartledge

John R. Cartledge is a financial advisor with Aurora Private Wealth, Inc. John is a licensed and registered professional with experience in the financial industry since 2000. John is a Registered Representative and Investment Advisor Representative. The advisor holds the Series 66, Series 7 and SIE exams. John is also a Limited Partner in the Cartledge Family Limited Partnership, and serves as Secretary for the Cartledge Foundation, Inc.

Firm Information

John Cartledge 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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John Cartledge’s Registration & Firm History

FL

01/29/2018 - Present

Aurora Private Wealth, Inc. (Miami FL)

FL

01/05/2009 - 11/17/2017

UBS FINANCIAL SERVICES INC. (AVENTURA FL)

FL

11/11/1999 - 01/27/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AVENTURA FL)

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Licenses & Designations

BOTH

Issued 12/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John R Cartledge. Review regulatory record here.
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