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Shore Financial Advisors, LLC CRD 334089
$2.86M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21 S. Harrison Street, Easton, MD 20601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connectyourcare | Hunt Valley | MD | 06/2013 | 02/2023 |
| Tred Avon Family Wealth | Easton | MD | 05/2023 | 06/2024 |
| Hs Consulting, Llc | Easton | MD | 07/2023 | Present |
| Shore Financial Advisors, Llc | Easton | MD | 11/2024 | Present |
I have practiced as a business consultant in a single member LLC for the last year or so.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-04 |
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