Nicholas R. Lanier

SHORE POINT ADVISORS

BRIELLE, NJ 08730

CRD#: 7097327

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Professional summary

Nicholas Robert Lanier Jr., who also goes by Nicholas Lanier Jr, Nicholas Robert Lanier, is a registered financial advisor currently at SHORE POINT ADVISORS, LLC located in Brielle, New Jersey.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nicholas has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Lanier Jr | Nicholas Robert Lanier

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Lanier Jr.'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 1, 2026 - Present

SHORE POINT ADVISORS, LLC

Office #1: 402 Higgins Ave, Brielle, NJ 08730

RIA

CRD#: 296848

BRIELLE, NJ

Past

November 14, 2023 - June 2, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MANASQUAN, NJ

Past

November 14, 2023 - June 2, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MANASQUAN, NJ

Past

December 15, 2021 - November 1, 2023

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

November 2, 2021 - November 1, 2023

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, 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
(6/1/2026)

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: 12/14/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/16/2021

Securities Industry Essentials 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 (7 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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Firm Stability Insights

Nicholas R. Lanier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Lanier Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

Primary Firm SEC Registration

SHORE POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2021

Series 7TO

Date: 11/2/2021

SIE

Date: 9/16/2021

Current Firm

SHORE POINT ADVISORS, LLC

Contact information

SEC notice filing (7 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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