James
Fay

Shore Point Advisors, LLC

CRD#6462454
Investment Advisor
in Brielle, NJ

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About this Advisor

James Fay is a financial advisor based in Brielle, New Jersey, working with Shore Point Advisors, LLC. James has previously held positions at Police And Firemen's Insurance Association, Monmouth County, Guardian Life Insurance, Park Avenue Securities, and Shore Point Advisors. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, James is part of Shore Point Advisors, LLC, which operates out of Brielle, New Jersey. The firm has 5 employees and manages assets totaling $212.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Shore Point Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

402 Higgins Ave
Brielle, NJ 08730

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Shore Point Advisors, LLC Brokerage Details

Total Assets Under Management

$212,706,941

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

1,405

NJ Average: 6,978
Average Account Size

$151,393

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

James Fay Work History

2018 - Present (6 years)

Shore Point Advisors

2015 - 2018 (3 years)

Park Avenue Securities

2014 - 2018 (4 years)

Guardian Life Insurance

2005 - 2016 (11 years)

Police And Firemen'S Insurance Association

1990 - 2015 (25 years)

Monmouth County

Disclosures

Please visit the SEC profile of James Fay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shore Point Advisors, LLC

Thomas Scalabrini
Brielle, NJ
Ashlee Bobzin
Brielle, NJ
Jacob Rue
Brielle, NJ
Richard Krug
Brielle, NJ
Jason Lamb
Brielle, NJ
John Scalabrini
Brielle, NJ
Robert Pendergist
Brielle, NJ
James Fay
Brielle, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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