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Profile
Mr. Lawrence Durso is a Founding Partner & Chairman at ShoreHaven Wealth Partners LLC.
Mr. Durso was previously employed as a Managing Director by Morgan Stanley Private Equity Asia III LLC, a Managing Director by Wells Fargo Advisors Financial Network LLC, and a Senior Account Executive by Merrill Lynch, Pierce, Fenner & Smith, Inc. Since 1978, he has been in the Financial Services Industry.
He has primarily focused on creating solutions for unique problems typically associated with high net worth clients and their families.
Additionally, he holds multiple securities registrations and life and health insurance licenses.
He holds a Bachelor’s Degree (summa cum laude) from St. John’s University and a Master’s Degree from Columbia University.
Larry Durso active positions
Companies | Position | Start |
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ShoreHaven Wealth Partners LLC
![]() ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Founder | 2020-05-31 |
Former positions of Larry Durso
Companies | Position | End |
---|---|---|
Morgan Stanley Private Equity Asia III LLC
![]() Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Corporate Officer/Principal | 2020-06-30 |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 2011-08-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 1984-03-31 |
Training of Larry Durso
Saint John's University | Undergraduate Degree |
Columbia University School of the Arts | Graduate Degree |
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1st degree connections
1st degree companies
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Linked companies
Private companies | 4 |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Morgan Stanley Private Equity Asia III LLC
![]() Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Finance |
ShoreHaven Wealth Partners LLC
![]() ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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