SHORELINE FINANCIAL ADVISORS, LLC

SHORELINE FINANCIAL ADVISORS, LLC of GUILFORD, CT is an SEC-registered investment adviser (CRD 146040). Regulatory assets under management: $223.3M.

Registration

Officers, owners & control persons (3)

NameRoleLocation
SMITH ALLEN THOMASMANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER; PRINCIPAL / CHIEF COMPLIANCE OFFICER
CURRY GEORGE THOMASMEMBER; PRINCIPAL
SMITH PATRICK MCLEODMANAGING MEMBER / PRINCIPAL; MEMBER; PRINCIPAL

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