SHOREHAVEN WEALTH PARTNERS, LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 308026). Regulatory assets under management: $541.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Lawrence Nm Durso | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN | — |
| Michael Christopher Lombardi | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| Michael Lawrence Durso | FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER | — |
| Sheryl Ann Iannuzzelli | CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| DURSO MICHAEL LAWRENCE | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN; FOUNDING PARTNER, MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| LOMBARDI MICHAEL C | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| IANNUZZELLI SHERYL | CHIEF COMPLIANCE OFFICER | — |
| LOMBARDI MICHAEL CHRISTOPHER | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| IANNUZZELLI SHERYL Ann | CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| DURSO LAWRENCE NM | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN | — |