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. 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.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shp Holding, LLC | Plymouth, MA | Jun 2022 - Current | 1 |
| Four Hands, LLC | Plymouth, MA | Jan 2021 - Current | 3 |
| Shp Wealth Management LLC | Plymouth, MA | Nov 2015 - Current | 8 |
| Helicon Mt. Group, Inc. | Dorchester, MA | Jan 2012 - Current | 12 |
| Shp Financial | Plymouth, MA | Aug 2003 - Current | 20 |
| Juvenal Marketing | Plymouth, MA | Jan 2018 - Dec 2021 | 3 |
| Global Financial Private Capital | Sarasota, FL | Oct 2012 - Jun 2016 | 3 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- TX
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Total Assets Under Management1,097MILLIONS
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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
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