Neil Jeffrey Tendler
Investment adviser representative at Shore Point Advisors, LLC
12 yearsExperience
1 stateRegistered in
PFSDesignation
$327.7MFirm assets
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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
12 years in the industry.
- Shore Point Advisors, LLCJan 2025 to now
- Echelon Advisors LLCFeb 2014 to now
- Crimmins Wealth Management LLCJan 2015 to Apr 2023
- Guardian Life Ins CoMay 2014 to Oct 2025
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4533617
- Firm CRD
- 296848