Michael L. Durso

SHOREHAVEN WEALTH PARTNERS

Red Bank, NJ 07701

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CRD#: 4424460

Professional summary

Michael Lawrence Durso, who also goes by Michael L Durso, is a registered financial advisor currently at SHOREHAVEN WEALTH PARTNERS, LLC located in Red Bank, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael L Durso

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.

(1) 9/2021 Independent Licensed insurance Agent; Investment Related; New Jersey; Accident & Health or sickness/Life/Variable Life & Variable Annuity (2) 08/2023: Opto Investments Inc.; Board Member; Private Funds and Administration Provider; Investment Related; New York, NY; 1 % professional time spent; receives stock in Opto Investments as compensation for board membership. ShoreHaven Wealth utilizes Opto Investments Inc. as a service provider for private funds that ShoreHaven is acting as the agent for the fund. Mr. Durso may recommend the purchase of securities that Opto Investments Inc. serves as General Partner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lawrence Durso's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 23, 2020 - Present

SHOREHAVEN WEALTH PARTNERS, LLC

Office #1: 188 East Bergen Place Suite 202, Red Bank, NJ 07701

RIA

CRD#: 308026

Red Bank, NJ

Past

July 18, 2020 - August 2, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Red Bank, NJ

Past

November 9, 2016 - July 23, 2020

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

October 24, 2016 - July 23, 2020

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

July 23, 2014 - February 4, 2016

INDEPENDENT BROKERAGE SOLUTIONS LLC

CRD#: 153563

GREENWICH, CT

Past

January 3, 2012 - July 21, 2014

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

April 7, 2009 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

CRD#: 146183

JERSEY CITY, NJ

Past

September 7, 2006 - March 11, 2009

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NEW YORK, NY

Past

July 14, 2003 - August 18, 2003

LABRANCHE & CO. LLC

CRD#: 32661

NEW YORK, NY

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".

SHOREHAVEN WEALTH PARTNERS, LLC

POMONA ADVISORS, LLC | SHOREHAVEN WEALTH PARTNERS, LLC

CRD#: 308026 / SEC#: 801-119024

RIA

Registered Investment Advisory firm - (7/10/2020 Approved)

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
(7/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/29/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2006

General Securities Representative Examination

Current Firm

SHOREHAVEN WEALTH PARTNERS, LLC

POMONA ADVISORS, LLC | SHOREHAVEN WEALTH PARTNERS, LLC

CRD#: 308026 / SEC#: 801-119024

RIA

Registered Investment Advisory firm - (7/10/2020 Approved)

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Contact information

Main Address

188 East Bergen Place Suite 202, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 447-9301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE FOR SHOREHAVEN WEALTH PARTNERS, LLC (9/12/2025)

Regulatory assets under management

Total Number of Accounts	1,262
AUM (Assets Under Management)	$ 445,317,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael L. Durso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lawrence Durso's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

INDEPENDENT BROKERAGE SOLUTIONS LLC

BLACKROCK INVESTMENTS, LLC

BLACKROCK FUND DISTRIBUTION COMPANY

ALLIANCEBERNSTEIN INVESTMENTS, INC.

LABRANCHE & CO. LLC

Primary Firm SEC Registration

SHOREHAVEN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2016

Series 63

Date: 10/30/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2006

Current Firm

SHOREHAVEN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHOREHAVEN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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