Zachary James Davidson
Investment adviser representative at Aurora Private Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$374MFirm assets
9 yearsFirm in business
Are you Zachary James Davidson? Claim your profile
Contact this firm
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.
- Aurora Private Wealth, Inc.May 2026 to now
- Lori A. Hodge, Cpa & AssociatesFeb 2017 to now
- Acp Labchem, Inc.Feb 2017 to May 2018
- Pace AnalysticalJun 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6996123
- Firm CRD
- 281604