AB
Ashlee Bobzin
SHORE POINT ADVISORS
Brielle, NJ 08730
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CRD#: 7478187
AB
Professional summary
Ashlee Bobzin is a registered financial advisor currently at SHORE POINT ADVISORS, LLC located in Brielle, New Jersey.
Ashlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ashlee has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ashlee Bobzin'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®
NoneExperience
Current
June 18, 2024 - Present
SHORE POINT ADVISORS, LLC
Office #1: 402 Higgins Ave, Brielle, NJ 08730RIA
CRD#: 296848
Brielle, 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(6/18/2024)
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 (7 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SHORE POINT ADVISORS, LLC
CRD#: 296848Brielle, NJ 08730TRUST BUT VERIFY
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