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Colin Fay

Shore Point Advisors, LLC

Brielle, NJ

CRD 8086026

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Employer firm

Shore Point Advisors, LLC CRD 296848

$328M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Shore Point Advisors, Llc

402 Higgins Ave, Brielle, NJ 08730 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-06
  • NJ RA
    APPROVED
    Since 2025-05-06

Branch Locations

402 Higgins Ave, Brielle, NJ 08730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shore Point Advisors, Llc Brielle NJ 03/2025 Present
Georgian Court University Lakewood NJ 09/2024 Present
Belmont Abbey College Belmont NC 08/2022 05/2024
Howell High School Howell NJ 09/2018 06/2022
Howell South Middle School Howell NJ 09/2015 06/2018
Fortis Consulting Group Tinton Falls NJ 05/2024 10/2024
Belmont Abbey College Belmont NC 08/2023 05/2024
Howell Ice Arena Howell NJ 12/2021 04/2022
  • 03/2025 → Present
    Brielle, NJ
  • 09/2024 → Present
    Georgian Court University
    Lakewood, NJ
  • 08/2022 → 05/2024
    Belmont Abbey College
    Belmont, NC
  • 09/2018 → 06/2022
    Howell High School
    Howell, NJ
  • 09/2015 → 06/2018
    Howell South Middle School
    Howell, NJ
  • 05/2024 → 10/2024
    Fortis Consulting Group
    Tinton Falls, NJ
  • 08/2023 → 05/2024
    Belmont Abbey College
    Belmont, NC
  • 12/2021 → 04/2022
    Howell Ice Arena
    Howell, NJ
Other Businesses

1) JCL FINANCIAL, INVESTMENT-RELATED, 402 HIGGINS AVE., BRIELLE, NJ 08730, INSURANCE, POSITION: AGENT, START DATE: 5/6/25, DUTIES: INSURANCE SALES. SPEND 1% OF TIME ON THIS ACTIVITY ALL DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22

View on SEC IAPD

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