Michael Christopher Lombardi
Investment adviser representative at Shorehaven Wealth Partners, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$541.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Shorehaven Wealth Partners, LLCJul 2020 to now
- Purshe Kaplan Sterling InvestmentsJul 2020 to Aug 2023
- Morgan Stanley Private Bank, N.A.Mar 2015 to Jul 2020
- Morgan Stanley Smith Barney LLCApr 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 5251877
- Firm CRD
- 308026