VD
Victor A. Donato
SHORE POINT ADVISORS
Brielle, NJ 08730
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CRD#: 2683283
VD
Professional summary
Victor A Donato, CFP®, who also goes by VIctor Anthony Donato, is a registered financial advisor currently at SHORE POINT ADVISORS, LLC located in Brielle, New Jersey.
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Victor has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Anthony Donato
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RELIABLE BENEFITS - OWNER. INSURANCE BROKER. VLA Holdings - Management of Golf Related Property, Limited Partner, March 2018. Not involved in active management. HSR Capital Management - Sep 2020, I am a Partner and we primarily look for rental property. 5-10 hours per month. Real Estate salesperson licensed, 2020. 0 Hours per week. RELIABLE BENEFITS POSITION: President NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2020 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: Health Insurance VLA HOLDINGS, LLC POSITION: Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2018 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: Partner HSR CAPITAL MANAGEMENT, LLC POSITION: Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 210 Grove Street Street West, Westfield NJ 07090, United States DESCRIPTION: Partner HSR INVESTMENTS, LLC. POSITION: Salesperson NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/28/2020 ADDRESS: 210 Malapardis Rd., Suite 208, Cedar Knolls NJ 07927, United States DESCRIPTION: No daily duties. The license is used for personal investment in Real Estate ANTHONY AND LORETTA DONATO ESTATE POSITION: Executor NATURE: Executor of FP Victor Donato's Parents Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2000 ADDRESS: 2241 Beltane Rd, Toms River NJ 08755, United States DESCRIPTION: Executor WESLEY HALL SCHOOL OF EARLY CHILDHOOD POSITION: Treasurer, Board of Directors NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2022 ADDRESS: 1 East Broad Street, Westfield NJ 07090, United States DESCRIPTION: Helping to make sure the board understand the schools budget and assisting with financial decisions RELIABLE BENEFITS, LLC. POSITION: Minority Member NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: I run a health insurance book of business. In addition I am adding Commercial lines as of Nov 1, 2023
CRS (Client Relationship Summary) - RIA
Click below to view Victor A Donato's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
September 18, 2025 - Present
SHORE POINT ADVISORS, LLC
Office #1: 402 Higgins Ave, Brielle, NJ 08730RIA
CRD#: 296848
Brielle, NJ
Past
November 14, 2024 - December 23, 2024
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
WESTFIELD, NJ
Past
November 14, 2024 - December 23, 2024
LPL ENTERPRISE, LLC
BD
CRD#: 8733
WESTFIELD, NJ
Past
August 27, 2021 - November 14, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Westfield, NJ
Past
August 17, 2021 - November 14, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Westfield, NJ
Past
July 31, 2006 - July 15, 2009
GARDEN STATE SECURITIES, INC.
BD
CRD#: 10083
MORRISTOWN, NJ
Past
April 6, 2006 - August 1, 2006
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
MORRISTOWN, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SHORE POINT ADVISORS, LLC
JCL FINANCIAL, LLC | SHORE POINT ADVISORS, LLC | SHORE POINT ADVISORS
CRD#: 296848 / SEC#: 801-120441
RIA
Registered Investment Advisory firm - (3/5/2021 Approved)Florida
Registered Investment Advisory firm - (3/22/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)New York
Registered Investment Advisory firm - (3/22/2021 Terminated)Texas
Registered Investment Advisory firm - (3/22/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(9/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/17/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SHORE POINT ADVISORS, LLC
JCL FINANCIAL, LLC | SHORE POINT ADVISORS, LLC | SHORE POINT ADVISORS
CRD#: 296848 / SEC#: 801-120441
RIA
Registered Investment Advisory firm - (3/5/2021 Approved)Florida
Registered Investment Advisory firm - (3/22/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)New York
Registered Investment Advisory firm - (3/22/2021 Terminated)Texas
Registered Investment Advisory firm - (3/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
402 Higgins Ave, Brielle, NJ 08730
Mailing Address
Phone number
(732) 876-3777
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,512 |
| AUM (Assets Under Management) | $ 257,002,283 |
Red Flags
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Company Information
SHORE POINT ADVISORS, LLC
CRD#: 296848Brielle, NJ 08730TRUST BUT VERIFY
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