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Michael Lombardi
from Shorehaven Wealth Partners, LLC
Michael Lombardi is a financial advisor based in New Jersey, Red Bank,
with 18 years of experience. Michael currently works for
Shorehaven Wealth Partners, LLC.
Michael maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Lombardi works at Shorehaven Wealth Partners, LLC
Shorehaven Wealth Partners, LLC is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $342,016,778 of assets under management and employs about 5 people. Shorehaven Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
188 East Bergen Place, Suite 202, Red Bank, New Jersey, 7701
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