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Chief Compliance Officer, Director of Relationship Management · Shorehaven Wealth Partners, LLC

SHERYL A. IANNUZZELLI

CRD 5421607 · Named on Form ADV at one SEC-registered adviser

At a glance

Shorehaven Wealth Partners, LLC, an SEC-registered wealth manager based in Red Bank, NJ with $542 million in regulatory assets, lists SHERYL A. IANNUZZELLI on its Form ADV as Chief Compliance Officer, Director of Relationship Management, a control person.

Firms and roles

AtlasMembers

SHERYL’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lawrence N. DursoFounding Partner, Managing Member and Chairman, Shorehaven Wealth Partners, LLC
  • Michael C. LombardiFounding Partner, Managing Member and Chief Planning Officer, Shorehaven Wealth Partners, LLC
  • Michael L. DursoFounding Partner, Managing Member, CEO and Chief Investment Officer, Shorehaven Wealth Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For SHERYL’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.