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Richard Scott Krug

Investment adviser representative at Shore Point Advisors, LLC
10 yearsExperience
1 stateRegistered in
$327.7MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Keller Williams West MonmouthMar 2021 to now
  2. Shore Point Advisors, LLCJun 2019 to now
  3. Atlantic Real Estate BrokersNov 2019 to Mar 2021
  4. C&a FinancialJul 2016 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Shore Point Advisors, LLC

$327.7MAssets managed
668Clients
10Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2432709
Firm CRD
296848
Advisor's SEC record (opens in a new tab)
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