Shp Wealth Management, LLC
Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $1,097,350,737 in 5,758 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,097MILLION
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Total Number of Accounts5,758ACCOUNTS
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Average Account Value$190,578
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT
Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Keith Ellis (CRD# 6441180) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
David Hathaway (CRD# 5838143) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Mark Kenney (CRD# 5844639) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 13 years of experience in the finance industry.
David Layte (CRD# 6072876) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Marci Lucier (CRD# 4170223) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
William Malagodi (CRD# 5588753) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Nicholas Nelson (CRD# 6209581) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Matthew Peck (CRD# 6128514) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.