Chase Reardon (CRD# 6956195) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 4 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shp Financial LLC | Plymouth, MA | Jan 2021 - Current | 3 |
| Shp Wealth Management, LLC | Plymouth, MA | Jan 2021 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Jun 2020 - Nov 2020 | < 1 |
| Costar Group | Boston, MA | May 2020 - Aug 2020 | < 1 |
| University Of Massachusetts | Dartmouth, MA | Sep 2016 - May 2020 | 3 |
| University Of Massachusetts Dartmouth | North Dartmouth, MA | Sep 2016 - Apr 2020 | 3 |
| Market Basket | Ashland, MA | Dec 2010 - Oct 2018 | 7 |
| Commonwealth Financial Network | Waltham, MA | May 2018 - Aug 2018 | < 1 |
| Middlesex Savings Bank | Natick, MA | Jun 2017 - Apr 2018 | < 1 |
| Market Basket | Ashland, MA | Sep 2014 - Sep 2016 | 2 |
| Ashland High School | Ashland, MA | Jun 2012 - Sep 2016 | 4 |
| Creative Development | Framingham, MA | Jun 2016 - Aug 2016 | < 1 |
| Bed Bath And Beyond | Framingham, MA | Jun 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- MA
-
Total Assets Under Management1,097MILLIONS
-
Total Number of Accounts5,758ACCOUNTS
-
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
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