Shoreline Financial Advisors, LLC
Shoreline Financial Advisors, LLC (CRD# 146040) is a financial advisory firm headquartered in Guilford, CT. They manage $194,742,922 in 660 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management195MILLION
Total Number of Accounts660ACCOUNTS
Average Account Value$295,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, NH
Brendan Smith (CRD# 2861871) is an Investment Advisor Representative working at Shoreline Financial Advisors, LLC in Guilford, CT and has over 24 years of experience in the finance industry. Brendan Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Smith (CRD# 2309088) is an Investment Advisor Representative working at Shoreline Financial Advisors, LLC in Guilford, CT and has over 20 years of experience in the finance industry.