Joseph P. Nardone

LONGSHORE WEALTH MANAGEMENT LLC

HIGHLANDS, NJ 07732

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CRD#: 8029150

Professional summary

Joseph Paul Nardone V is a registered financial advisor currently at LONGSHORE WEALTH MANAGEMENT LLC located in Highlands, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph 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.

Mr. Nardone also the Principal of Riaforce, a non-advisory consulting firm. Less than 10% of Mr. Nardone's time is allocated to this business activity. Not investment-related. 03/2017 to Present.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Paul Nardone V'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®

None

Experience

Current

April 15, 2025 - Present

LONGSHORE WEALTH MANAGEMENT LLC

Office #1: 196 Bay Ave Lower Level, Highlands, NJ 07732

RIA

CRD#: 334612

HIGHLANDS, NJ

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
(4/15/2025)

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 65

Date: 7/20/2024

Uniform Investment Adviser Law Examination

Current Firm

LONGSHORE WEALTH MANAGEMENT LLC

CRD#: 334612 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/15/2025 Approved)

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Contact information

Main Address

196 Bay Ave Lower Level, Highlands, NJ 07732

Mailing Address

Phone number

(732) 979-2143

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Joseph P. Nardone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Paul Nardone V's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGSHORE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2024

Current Firm

LONGSHORE WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

LONGSHORE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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