Shp Wealth Management, LLC

Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $454,537,375 in 3,043 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Shp Wealth Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Joseph A. Anderson
CRD#: 6353257
225 Water St, Suite C210, Plymouth, MA 02360

Joseph Anderson (CRD# 6353257) 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.

2
Keith W. Ellis
CRD#: 6441180
225 Water St, Suite C210, Plymouth, MA 02360

Keith Ellis (CRD# 6441180) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 6 years of experience in the finance industry.

3
Derek L. Gregoire
CRD#: 6384801
225 Water St, Suite C210, Plymouth, MA 02360

Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 6 years of experience in the finance industry.

4
Michael J. Hatch
CRD#: 6692969
400 Trade Center Drive, Woburn, MA 01801

Michael Hatch (CRD# 6692969) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Woburn, MA and has over 4 years of experience in the finance industry.

5
David A. Hathaway
CRD#: 5838143
225 Water St, Suite C210, Plymouth, MA 02360

David Hathaway (CRD# 5838143) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 8 years of experience in the finance industry.

6
Mark S. Kenney
CRD#: 5844639
225 Water St, Suite C210, Plymouth, MA 02360

Mark Kenney (CRD# 5844639) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 10 years of experience in the finance industry. Mark Kenney 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.

7
William C. Malagodi
CRD#: 5588753
225 Water St, Suite C210, Plymouth, MA 02360

William Malagodi (CRD# 5588753) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 6 years of experience in the finance industry.

8
Nicholas E. Nelson
CRD#: 6209581
225 Water St, Suite C210, Plymouth, MA 02360

Nicholas Nelson (CRD# 6209581) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 6 years of experience in the finance industry.

9
Matthew C. Peck
CRD#: 6128514
225 Water St, Suite C210, Plymouth, MA 02360

Matthew Peck (CRD# 6128514) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 8 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.

10
Patrick M. Randall
CRD#: 5429822
North Andover, MA 01845

Patrick Randall (CRD# 5429822) is an Investment Advisor Representative working at SHP Financial in Plymouth, MA and has over 10 years of experience in the finance industry.

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