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Michael Lawrence Durso

SHOREHAVEN WEALTH PARTNERS, LLC·RED BANK, New Jersey
Clean recordSHOREHAVEN WEALTH PARTNERS, LLC
188 EAST BERGEN PLACE, RED BANK, NJ 07701CRD# 4424460Firm CRD# 308026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lawrence Durso · RED BANK, NJ
Registration
CRD #4424460 · SHOREHAVEN WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Lawrence 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.

02

Focus Areas

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

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03

Firm Overview

Firm
SHOREHAVEN WEALTH PARTNERS, LLC
SHOREHAVEN WEALTH PARTNERS, LLC
AUM
$401M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4424460
Firm CRD# 308026
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Lawrence Durso offer?
Michael Lawrence Durso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Michael Lawrence Durso's credentials?
Michael Lawrence Durso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lawrence Durso located?
Michael Lawrence 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 Michael Lawrence Durso charge for services?
Michael Lawrence 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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