Brian Roseman, financial advisor Plymouth MA

Brian Roseman

CRD Number: 4276149
Current Firm: Shp Wealth Management, LLC

Brian Roseman (CRD# 4276149) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Shp Wealth Management, LLC Plymouth, MA Mar 2020 - Current < 1
Shp Wealth Management Plymouth, MA Jun 2019 - Current 1
Hold Bros. Online Investment Services, LLC Ledyard, CT Jul 2009 - Current 11
S&p Oyster Company Mystic, CT Apr 2009 - Current 11
Kpmg LLP Boston, MA Jan 2010 - May 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Brian C. Roseman
Phone Number: 508-746-2400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    455
    MILLIONS
  • Total Number of Accounts
    3,043
    ACCOUNTS
  • Average Account Value
    $149,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, ME, NH, NY, RI, TX

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