David Hathaway, financial advisor Plymouth MA

David Hathaway

CRD Number: 5838143
Current Firm: Shp Wealth Management, LLC

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.

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Company Name Location Dates Years
Shp Wealth Management, LLC Plymouth, MA Jul 2018 - Current 5
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Santander Investment Services Dorchester, MA Dec 2017 - Jul 2018 < 1
Platinum Wealth Partners Needham, MA Nov 2017 - Dec 2017 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for David A. Hathaway
Phone Number: 508-746-2400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,097
    MILLIONS
  • Total Number of Accounts
    5,758
    ACCOUNTS
  • Average Account Value
    $190,578
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT

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