Shoreline Financial Advisors, LLC

Shoreline Financial Advisors, LLC (CRD# 146040) is a financial advisory firm headquartered in Guilford, CT. They manage $120,140,248 in 687 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $174,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA

Financial Advisors at Shoreline Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brendan T. Smith
CRD#: 2861871
246 Goose Lane, Suite 201, Guilford, CT 06437
96
Wealthminder
score

Brendan Smith (CRD# 2861871) is an Investment Advisor Representative working at Shoreline Financial Advisors, LLC in Guilford, CT and has over 19 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.

2
Patrick M. Smith
CRD#: 2309088
246 Goose Lane, Suite 201, Guilford, CT 06437
93
Wealthminder
score

Patrick Smith (CRD# 2309088) is an Investment Advisor Representative working at Shoreline Financial Advisors, LLC in Guilford, CT and has over 15 years of experience in the finance industry.

3
Gregory S. Dowler
CRD#: 6606630
246 Goose Lane, Suite 201, Guilford, CT 06437
87
Wealthminder
score

Gregory Dowler (CRD# 6606630) is an Investment Advisor Representative working at Shoreline Financial Advisors, LLC in Guilford, CT and has 1 year of experience in the finance industry.

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