Matthew PeckCRD Number: 6128514
Current Firm: Shp Wealth Management, LLC
Matthew Peck (CRD# 6128514) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 5 years of experience in the finance industry. Matthew Peck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Shp Wealth Management LLC||Plymouth, MA||Dec 2014 - Current||2|
|Global Financial Private Capital||Sarasota, FL||Oct 2012 - Current||4|
|Helicon Mt. Group, Inc.||Dorchester, MA||Jan 2011 - Current||6|
|Shp Financial||Plymouth, MA||Aug 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management80MILLIONS
Total Number of Accounts704ACCOUNTS
Average Account Value$112,966
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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