James
Fay
Shore Point Advisors, LLC
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About this Advisor
James Fay is a financial advisor based in Brielle, New Jersey with 5 years of industry experience. Fay is an advisor for Shore Point Advisors, LLC. Fay has gained experience at Police And Firemen'S Insurance Association, Monmouth County, Guardian Life Insurance, Park Avenue Securities and Shore Point Advisors. Fay has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Shore Point Advisors, LLC is a registered investment business operating out of Brielle, NJ. It oversees $163 million in assets among its 1,298 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 1,298 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets. Shore Point Advisors, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by Shore Point Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shore Point Advisors, LLC Brokerage Details
$162,810,414
5
1,298
$125,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
James Fay Work History
James has been registered as a financial advisor for 5 years.*
Shore Point Advisors
Park Avenue Securities
Guardian Life Insurance
Police And Firemen'S Insurance Association
Monmouth County
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
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