Glad M Perez
Investment adviser representative at Aurora Private Wealth, Inc.
11 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
11 years in the industry.
- Indigo Wealth ManagementAug 2019 to now
- Aurora Private Wealth, Inc.Jan 2019 to now
- Apw CapitalJan 2019 to now
- Main Street Private AdvisorsJan 2019 to Aug 2019
- Purshe Kaplan Sterling InvestmentsMay 2016 to Nov 2018
- Insight Private Advisors, LLCApr 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5682964
- Firm CRD
- 281604