Michael
Durso
Shorehaven Wealth Partners, LLC
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About this Advisor
Michael Durso is a financial advisor based in Red Bank, New Jersey, working with Shorehaven Wealth Partners, LLC. Michael has previously held positions 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. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Michael is part of Shorehaven Wealth Partners, LLC, which operates out of Red Bank, New Jersey. The firm has 5 employees and manages assets totaling $400.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Shorehaven Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shorehaven Wealth Partners, LLC Brokerage Details
$400,868,341
5
1,106
$362,449
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
Shorehaven Wealth Partners, LLC
Purshe Kaplan Sterling Investments
Morgan Stanley
Morgan Stanley Private Bank, National Association
Sddco Brokerage Advisors LLC
Sky Harbor Capital Management LLC
Blackrock Investments, LLC
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
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
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