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Willard David Moore

Aurora Private Wealth, Inc.

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About Willard David Moore

Willard Moore is a financial advisor at Aurora Private Wealth, Inc. Willard has been a registered representative and investment advisor for over 20 years. Willard holds a Series 66 and a Series 7 licenses and has worked at a number of firms including BCG Securities, Inc., AXA Advisors, LLC, LPL Financial LLC, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. Willard specializes in financial planning, portfolio management for businesses and individuals, and retirement planning. Willard is a managing member and wealth manager for Moore Wealth Management, LLC.

Firm Information

Willard Moore 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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Willard Moore’s Registration & Firm History

NJ

01/03/2019 - Present

Aurora Private Wealth, Inc. (Holmdel NJ)

NJ

05/02/2016 - 12/31/2018

PURSHE KAPLAN STERLING INVESTMENTS (Holmdel NJ)

NJ

02/25/2014 - 05/02/2016

LPL FINANCIAL LLC (HOLMDEL NJ)

NJ

08/06/2009 - 02/27/2014

BCG SECURITIES, INC. (CHERRY HILL NJ)

NJ

05/17/2002 - 08/04/2009

AXA ADVISORS, LLC (HOLMDEL NJ)

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Licenses & Designations

BOTH

Issued 06/07/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Willard David Moore.
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