Victor A Donato
Investment adviser representative at Shore Point Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$327.7MFirm assets
Are you Victor A Donato? Claim your profile
Contact this firm
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
23 years in the industry.
- Shore Point Advisors, LLCSep 2025 to now
- Reliable Benefits LLCOct 2003 to now
- LPL Enterprise, LLCNov 2024 to Dec 2024
- Pruco Securities, LLC.Aug 2021 to Nov 2024
- Prudential Insurance Company of AmericaAug 2021 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2021
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
- 2683283
- Firm CRD
- 296848