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Advisors Larry Durso, his son Michael and Michael Lombardi have partnered with Dynasty Financial Partners to launch their own RIA. A Red Bank, N.J., father-son team broke away from Morgan Stanley, where they managed $420 million in client assets, to launch their own registered investment advisor, ShoreHaven Wealth Partners, in partnership with Dynasty Financial Partners.
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Dynasty Financial Partners has added a $420 million advisory team from Morgan Stanley to its network: ShoreHaven Wealth Partners, previously Durso Wealth Management Group, is based in Red Bank, New Jersey. The independent firm is led by Lawrence Durso, a 42-year industry veteran. He is joined by son Michael, an investment specialist; Michael Lombardi, a […]
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Dynasty Financial Partners says it has helped another team of financial advisors leave their wirehouse for independence, this time from Morgan Stanley. Wealth advisors Lawrence Durso, his son Michael Durso and Michael Lombardi have launched Red Banks, N.J.-based ShoreHaven Wealth Partners, according to a press release from Dynasty. The trio previously worked together at Durso […]
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Wealth advisor Lawrence Durso, his son Michael Durso, and advisor Michael Lombardi have partnered with Dynasty Financial Partners in Ft. Lauderdale, Fla., to launch ShoreHaven Wealth Partners, an independent wealth management firm headquartered in Red Bank, N.J., the companies announced today in a news release. The team had previously worked together as Durso Wealth Management […]
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A trio of ex-Morgan Stanley advisors have launched a new Dynasty Financial Partners-backed RIA in New Jersey. Father and son duo Lawrence Durso and Michael Durso, along with Michael Lombardi, exited the wirehouse on Friday to start ShoreHaven Wealth Partners in Red Bank. The trio — which is joined by relationship manager and chief compliance […]
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ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Leading wealth advisor Lawrence Durso, his son Michael Durso and advisor Michael Lombardi today announced the launch of their new firm, ShoreHaven Wealth Partners, an independent wealth management firm based in Red Bank, New Jersey. The team had previously worked together at Durso Wealth Management Group at Morgan Stanley where they managed […]
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