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Candace A. Link

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CRD#: 2153978
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Candace Ann Link, who also goes by Candace Ann Echement, Candace A. Link, Candace Ann Link, was a registered financial professional .

Candace is a previously registered financial professional and started their career in finance in 1991. Candace had worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Candace Ann Echement | Candace A. Link | Candace Ann Link

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brio Financial Services LLC, investment related, 30 Broad Street New York NY 10004, financial services, Relationship Manager, 1/3/2022, 100%, service existing clients.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 10, 2022 - June 6, 2022

AURORA PRIVATE WEALTH, INC.

RIA
CRD#: 281604
New York, NY
Past

February 10, 2022 - June 6, 2022

APW CAPITAL, INC.

BD
CRD#: 43814
New York, NY
Past

July 19, 2018 - June 28, 2021

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
Pittsburgh, PA
Past

July 19, 2018 - June 28, 2021

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

December 9, 2016 - May 3, 2018

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

June 25, 2014 - November 11, 2016

MORGAN STANLEY

RIA
CRD#: 149777
PITTSBURGH, PA
Past

May 27, 2014 - November 11, 2016

MORGAN STANLEY

BD
CRD#: 149777
PITTSBURGH, PA
Past

February 11, 2008 - June 10, 2009

PWA SECURITIES, INC.

BD
CRD#: 145097
PITTSBURGH, PA
Past

February 8, 2008 - June 10, 2009

PWA WEALTH MANAGEMENT

RIA
CRD#: 126927
PITTSBURGH, PA
Past

June 6, 2007 - January 23, 2008

TD AMERITRADE, INC.

RIA
CRD#: 7870
PITTSBURGH, PA
Past

June 6, 2007 - January 23, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
PITTSBURGH, PA
Past

June 4, 2007 - January 23, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
PITTSBURGH, PA
Past

May 12, 2004 - May 18, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
GREEN TREE, PA
Past

June 30, 1993 - December 5, 1994

COMMONWEALTH SECURITIES AND INVESTMENTS, INC.

BD
CRD#: 7399
Past

July 23, 1991 - November 27, 1991

ADVEST, INC.

BD
CRD#: 10

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AURORA PRIVATE WEALTH, INC.
ARTISAN ADVISORS, INC. | WEALTHPLAN ADVANTAGE | WEALTH PLAN ADVANTAGE | WACHTEL CAPITAL ADVISORS | STERLING GLOBAL STRATEGIES | STANDARD PENSION SERVICES | SPRING DELTA ASSET MANAGEMENT | PLANNED PROFESSIONAL ADVISORY | NIELSEN FINANCIAL GROUP | MOORE WEALTH MANAGEMENT | MAIN STREET PRIVATE ADVISORS | JFL TOTAL WEALTH MANAGEMENT | INDIGO WEALTH MANAGEMENT | HARPER & HODGE | BRIO FINANCIAL SERVICES | AURORA PRIVATE WEALTH, INC.

CRD#: 281604 / SEC#: 801-110498

RIA
Registered Investment Advisory firm - (5/5/2017 Approved)
California
Registered Investment Advisory firm - (6/4/2017 Terminated)
Florida
Registered Investment Advisory firm - (5/5/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (5/24/2017 Terminated)
Ohio
Registered Investment Advisory firm - (5/5/2017 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AP
AURORA PRIVATE WEALTH, INC.
ARTISAN ADVISORS, INC. | WEALTHPLAN ADVANTAGE | WEALTH PLAN ADVANTAGE | WACHTEL CAPITAL ADVISORS | STERLING GLOBAL STRATEGIES | STANDARD PENSION SERVICES | SPRING DELTA ASSET MANAGEMENT | PLANNED PROFESSIONAL ADVISORY | NIELSEN FINANCIAL GROUP | MOORE WEALTH MANAGEMENT | MAIN STREET PRIVATE ADVISORS | JFL TOTAL WEALTH MANAGEMENT | INDIGO WEALTH MANAGEMENT | HARPER & HODGE | BRIO FINANCIAL SERVICES | AURORA PRIVATE WEALTH, INC.

CRD#: 281604 / SEC#: 801-110498

RIA
Registered Investment Advisory firm - (5/5/2017 Approved)
California
Registered Investment Advisory firm - (6/4/2017 Terminated)
Florida
Registered Investment Advisory firm - (5/5/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (5/24/2017 Terminated)
Ohio
Registered Investment Advisory firm - (5/5/2017 Terminated)
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Contact information


Main Address
100 Enterprise Drive Suite 504, Rockaway, NJ 07866
Mailing Address
Phone number
(973) 394-0404
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AURORA PW ADV 2A (7/17/2025)

Regulatory assets under management


Total Number of Accounts1,843
AUM (Assets Under Management)$ 395,308,639

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AURORA PRIVATE WEALTH, INC.

CRD#: 281604

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