Michael Lawrence Durso
Investment adviser representative at Shorehaven Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$541.5MFirm assets
Are you Michael Lawrence Durso? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Shorehaven Wealth Partners, LLCJul 2020 to now
- Purshe Kaplan Sterling InvestmentsJul 2020 to Aug 2023
- Morgan Stanley Private Bank, National AssociationDec 2016 to Jul 2020
- Morgan StanleyOct 2016 to Jul 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Shorehaven Wealth Partners, LLC
$541.5MAssets managed
396Clients
4Advisers
6 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
- 4424460
- Firm CRD
- 308026