Thomas M. Scalabrini

SHORE POINT ADVISORS

Point Pleasant Boro, NJ

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CRD#: 4570465

Professional summary

Thomas M Scalabrini is a registered financial advisor currently at SHORE POINT ADVISORS, LLC located in Point Pleasant Boro, New Jersey.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Thomas has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)ECHELON ADVISORS, LLC; CPA; A TAX AND FINANCIAL PLANNING FIRM; INVESTMENT-RELATED; 30-40 HRS PER WEEK DURING TRADING HOURS. (2) PARK AVENUE SECURITIES; SOLICITOR FOR INVESTMENT ADVISER FIRM; INVESTMENT-RELATED; 1 HR PER WEEK DURING TRADING HOURS. (3) SHORE POINT ADVISORS, LLC; SOLICITOR FOR INVESTMENT ADVISER FIRM; INVESTMENT-RELATED; 1 HR PER WEEK DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas M Scalabrini'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

June 7, 2018 - Present

SHORE POINT ADVISORS, LLC

RIA

CRD#: 296848

Point Pleasant Boro, NJ

Past

March 17, 2015 - August 1, 2018

CRIMMINS WEALTH MANAGEMENT, LLC

RIA

CRD#: 157992

WOODCLIFF LAKE, NJ

Past

September 11, 2014 - December 31, 2015

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

MANASQUAN, NJ

Past

May 26, 2004 - July 14, 2006

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 18, 2002 - January 30, 2004

KPMG INVESTMENT ADVISORS

RIA

CRD#: 111778

SHORT HILLS, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/7/2018)

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

Series 63

Date: 6/18/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/3/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/25/2004

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHORE POINT ADVISORS, LLC DISCLOSURE BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	1,512
AUM (Assets Under Management)	$ 257,002,283

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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Thomas M. Scalabrini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas M Scalabrini's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRIMMINS WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

DEUTSCHE BANK SECURITIES INC.

KPMG INVESTMENT ADVISORS

Primary Firm SEC Registration

SHORE POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/18/2004

Series 65

Date: 5/3/2002

Series 7

Date: 5/25/2004

Current Firm

SHORE POINT ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHORE POINT ADVISORS, LLC

TRUST BUT VERIFY

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