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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MICHAEL CHRISTOPHER LOMBARDI

Advisor at SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0077a3fe-e931-fe2b-9755-88b6278590da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHOREHAVEN WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 10, 2007
First registration: Jan 29, 2008
Dual registered: no
Other names: MICHAEL LOMBARDI|MICHAEL C LOMBARDI
IAPD individual key: 5251877

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHOREHAVEN WEALTH PARTNERS, LLC	Independent wealth	Jul 23, 2020	n/a	yes	RED BANK, NJ	Current employment
MORGAN STANLEY	Wirehouse	Apr 19, 2012	Jul 23, 2020	no	Red Bank, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 1, 2011	Apr 11, 2012	no	WESTFIELD, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 29, 2008	Dec 2, 2011	no	SHORT HILLS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	SHOREHAVEN WEALTH PARTNERS, LLC	Jul 23, 2020	Jul 23, 2020	0	Firm change	Wirehouse to new firm
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Apr 11, 2012	Apr 19, 2012	8	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	UBS FINANCIAL SERVICES INC.	Dec 2, 2011	Dec 1, 2011	-1	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:308026:NJ:2020-07-23	Jul 23, 2020	Jul 23, 2020	RED BANK, NJ	Firm change

Relationships

Registered with (4)

→ SHOREHAVEN WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jul 23, 2020 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 19, 2012 to Jul 23, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 1, 2011 to Apr 11, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 29, 2008 to Dec 2, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0077a3fe-e931-fe2b-9755-88b6278590da
First observed: Jan 29, 2008
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL CHRISTOPHER LOMBARDI

Advisor at SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0077a3fe-e931-fe2b-9755-88b6278590da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SHOREHAVEN WEALTH PARTNERS, LLC

Independent wealth

Jul 23, 2020

n/a

yes

RED BANK, NJ

Current employment

MORGAN STANLEY

Wirehouse

Apr 19, 2012

Jul 23, 2020

Red Bank, NJ

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Dec 1, 2011

Apr 11, 2012

WESTFIELD, NJ

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 29, 2008

Dec 2, 2011

SHORT HILLS, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

SHOREHAVEN WEALTH PARTNERS, LLC

Jul 23, 2020

Firm change

Wirehouse to new firm

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

Apr 11, 2012

Apr 19, 2012

Firm change

Wirehouse to wirehouse

WELLS FARGO ADVISORS

UBS FINANCIAL SERVICES INC.

Dec 2, 2011

Dec 1, 2011

-1

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

149777:308026:NJ:2020-07-23

Jul 23, 2020

RED BANK, NJ

Firm change