A trio of ex-Morgan Stanley advisors have launched a new Dynasty Financial Partners-backed RIA in New Jersey. Father and son duo Lawrence Durso and Michael Durso, along with Michael Lombardi, exited the wirehouse on Friday to start ShoreHaven Wealth Partners in Red Bank. The trio — which is joined by relationship manager and chief compliance officer Sheryl Iannuzzelli — managed around $420m in client assets at Morgan Stanley.
MEDIA
CityWire
Jul 20, 2020
1 min read
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