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Shoreline Financial Advisors LLC

Legal Name: SHORELINE FINANCIAL ADVISORS, LLC

246 GOOSE LANE, SUITE 201, GUILFORD, CT

http://www.sfadvisors.com

Frequently Asked Questions (FAQ)

Full Contact Details

Shoreline Financial Advisors LLC

246 GOOSE LANE, SUITE 201, GUILFORD, CT

(203) 458-6800

(203) 458-7965

Other Info

Shoreline Financial Advisors LLC is legally known as SHORELINE FINANCIAL ADVISORS, LLC. It is a CT Limited Liability Company. This firm has 4 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 12, 2008.

SEC RIA | Shoreline Financial Advisors | Fiduciary Financial Advisor

SEC RIA | Shoreline Financial Advisors | Fiduciary Financial Advisor

As a fiduciary financial advisor, we provide independent, and unbiased financial services. They help you towards achieving your financial goals.

Direct Owners

BRENDAN THOMAS SMITH
MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
PATRICK MCLEOD SMITH
MANAGING MEMBER / PRINCIPAL owns more than 50% but less than 75%

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