Thomas
Scalabrini
Shore Point Advisors, LLC
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About this Advisor
Thomas Scalabrini is a personal financial specialist operating out of Brielle, New Jersey who has 5 years of relevant experience. Scalabrini is an employee of Shore Point Advisors, LLC. Scalabrini has gained experience at Rothstein Kass, Echelson Advisors LLC, Guardian Life Ins Co, Park Ave Securities Ria, Crimmins Wealth Management LLC, Shore Point Advisors, LLC and Shore Point Advisors. Scalabrini holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Shore Point Advisors, LLC is a registered investment company operating out of Brielle, NJ. It handles $163 million in total assets among its 1,298 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to 14 charitable organizations. Of its 1,298 client accounts, just 12% are held by high-net-worth investors who have more than $1 million in investable assets. The firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management typically vary depending on the services offered. However, fee types billed by Shore Point Advisors, LLC most likely include any combination 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
Thomas Scalabrini Work History
Thomas has been registered as a financial advisor for 5 years.*
Shore Point Advisors, LLC
Echelson Advisors LLC
Park Ave Securities Ria
Shore Point Advisors
Crimmins Wealth Management LLC
Guardian Life Ins Co
Rothstein Kass
*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 Thomas Scalabrini 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
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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