Scott Jason Wallach
Investment adviser representative at Aurora Private Wealth, Inc.
17 yearsExperience
1 stateRegistered in
$374MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Apw Capital, IncNov 2017 to now
- Aurora Private Wealth, Inc.Oct 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Aurora Private Wealth, Inc.
$374MAssets managed
1,508Clients
19Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3108314
- Firm CRD
- 281604