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29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shore Financial Planning, Llc | Monmouth Beach | NJ | 01/2019 | Present |
| Calton & Associates, Inc. | Tampa | FL | 10/2023 | Present |
| Biltmore International Corporation | Edison | NJ | 08/2002 | 12/2019 |
Mr. Vecchio is the Managing Member/CCO/IAR of Shore Financial Planning, LLC 15 Borden Street Monmouth Beach, NJ 07750 Shore Financial Planning, LLC (SFP) is a tax-focused, fee-only comprehensive financial planning firm that specializes in providing personalized, confidential financial planning and tax preparation services to individuals. SFP serves as a fiduciary, providing clients with the means to identify their personal financial objectives and find solutions to their financial problem areas by designing and simplifying their cash flow, performing tax planning and individual tax preparation, advising on financial risk and investment allocations, and providing retirement planning and insurance planning. All services are tailored to the client's unique objectives. SFP does not sell insurance or investment products, nor does it accept commissions as a result of any product recommendations. Start Date is January 2019. I devote approximately 20 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-27 |
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