Gregory Shaw, financial advisor Red Bank NJ
96 score

Gregory Shaw

CRD Number: 2985222
Current Firm: H&s Tax And Wealth Advisors LLC

Gregory Shaw (CRD# 2985222) is an Investment Advisor Representative working at H&s Tax And Wealth Advisors LLC in Red Bank, NJ and has over 19 years of experience in the finance industry. Gregory Shaw 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.

Similar Advisors
Frank Polashock, financial advisor Red Bank NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Similar Advisors
Ryan Morse, financial advisor Red Bank NJ
Ryan D. Morse
CRD# 4565886
Jersey Shore Portfolio Management, LLC
Score
103
Similar Advisors
Thomas Yorke, financial advisor Red Bank NJ
Thomas H. Yorke
CRD# 1499991
Oceanic Capital Management LLC
Score
103
Professional Designations
Company Name Location Dates Years
H&s Tax Associates, LLC Red Bank, NJ Nov 2017 - Current < 1
H&s Tax And Wealth Advisors, LLC Red Bank, NJ Nov 2017 - Current < 1
Chatham Wealth Management Chatham, NJ Jun 2010 - Oct 2017 7
Strategic Advisers, Inc. Shrewsbury, NJ May 2003 - Jun 2010 7
Fidelity Investments New York, NY Mar 2000 - Jun 2010 10
Fidelity Investments Shrewsbury, NJ Mar 2000 - Jun 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Gregory P. Shaw
Phone Number: 732-268-8813
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $344,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

Ready to hire a financial advisor? Get competitive proposals from Gregory Shaw and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.