Michael
Durso

Shorehaven Wealth Partners, LLC

CRD#4424460
Investment Advisor
in Red Bank, NJ

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About this Advisor

Michael Durso is a chartered financial analyst operating in Red Bank, New Jersey who has 3 years of industry experience. Durso is an employee of Shorehaven Wealth Partners, LLC. Over the course of their career, Durso has held roles at Blackrock Investments, LLC, Sddco Brokerage Advisors LLC, Sky Harbor Capital Management LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, Shorehaven Wealth Partners, LLC and Purshe Kaplan Sterling Investments. Durso maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New Jersey. Shorehaven Wealth Partners, LLC is a firm that has its headquarters in Red Bank, NJ. It manages $361 million in assets across its 1,095 accounts, making it one of the bigger firms in the country by assets under management. Of its 1,095 accounts, 35% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which services are offered. Fee types charged by Shorehaven Wealth Partners, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

188 East Bergen Place Suite 202
Red Bank, NJ 07701

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Shorehaven Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$361,431,089

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

5

NJ Average: 92
Total Number of Accounts

1,095

NJ Average: 6,978
Average Account Size

$330,074

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Durso Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Shorehaven Wealth Partners, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2016 - 2020 (4 years)

Morgan Stanley

2016 - 2020 (4 years)

Morgan Stanley Private Bank, National Association

2014 - 2016 (2 years)

Sddco Brokerage Advisors LLC

2014 - 2016 (2 years)

Sky Harbor Capital Management LLC

2009 - 2014 (5 years)

Blackrock Investments, LLC

*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 Michael Durso 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 Shorehaven Wealth Partners, LLC

Michael Lombardi
Red Bank, NJ
Lawrence Durso
Red Bank, NJ
Michael Durso
Red Bank, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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