# SHORELINE FINANCIAL ADVISORS, LLC

SHORELINE FINANCIAL ADVISORS, LLC of GUILFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 146040
- Type: SEC-registered investment adviser
- SEC file number: 801-68688
- Location: 246 GOOSE LANE, SUITE 201, GUILFORD, CT, 06437
- Phone: (203) 458-6800
- Latest filing: 2022-06-29
- Regulatory AUM: $223.3M
- Discretionary AUM: $211.5M
- Non-discretionary AUM: $11.7M
- Clients: 4
- Accounts: 676

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SMITH ALLEN THOMAS | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER; PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| CURRY GEORGE THOMAS | MEMBER; PRINCIPAL | — |
| SMITH PATRICK MCLEOD | MANAGING MEMBER / PRINCIPAL; MEMBER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146040/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146040/similar
- Related entities: https://search.stillhousedata.com/firm/146040/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146040

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.