Unclaimed Profile

Lawrence Nm Durso

SHOREHAVEN WEALTH PARTNERS, LLC·RED BANK, New Jersey

Clean recordSHOREHAVEN WEALTH PARTNERS, LLC

188 EAST BERGEN PLACE, RED BANK, NJ 07701CRD# 852806Firm CRD# 308026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Nm Durso · RED BANK, NJ

Registration

CRD #852806 · SHOREHAVEN WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lawrence Nm Durso is a registered financial advisor based in RED BANK, New Jersey, affiliated with SHOREHAVEN WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SHOREHAVEN WEALTH PARTNERS, LLC

AUM

$401M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHOREHAVEN WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 852806

Firm CRD# 308026

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Nm Durso offer?

Lawrence Nm Durso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Lawrence Nm Durso's credentials?

Lawrence Nm Durso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Nm Durso located?

Lawrence Nm Durso is based in RED BANK, New Jersey, working with SHOREHAVEN WEALTH PARTNERS, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Lawrence Nm Durso charge for services?

Lawrence Nm Durso's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHOREHAVEN WEALTH PARTNERS, LLC?

SHOREHAVEN WEALTH PARTNERS, LLC has approximately 5 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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