Father-Son Team Departs Morgan Stanley to Form ShoreHaven Wealth Partners
- Andrew Stadelberger
- Jul 20, 2020
- 1 min read
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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ShoreHaven Wealth Partners
Jul 20, 2020
1 min read
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