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Tara Hally Smith

AURORA PRIVATE WEALTH, INC.·ROCKAWAY, New Jersey
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100 ENTERPRISE DRIVE, ROCKAWAY, NJ 07866CRD# 2974632Firm CRD# 281604
01

About

Tara Hally Smith is a registered financial advisor based in ROCKAWAY, New Jersey, affiliated with AURORA PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AURORA PRIVATE WEALTH, INC.
AURORA PRIVATE WEALTH, INC.
AUM
$363M
Regulatory assets under management
Employees
32
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2974632
Firm CRD# 281604
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tara Hally Smith offer?
Tara Hally Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKAWAY, New Jersey for a consultation.
What are Tara Hally Smith's credentials?
Tara Hally Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Hally Smith located?
Tara Hally Smith is based in ROCKAWAY, New Jersey, working with AURORA PRIVATE WEALTH, INC.. Their office serves clients in the ROCKAWAY metropolitan area and surrounding communities.
How does Tara Hally Smith charge for services?
Tara Hally Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AURORA PRIVATE WEALTH, INC.?
AURORA PRIVATE WEALTH, INC. has approximately 32 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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