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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Shp Wealth Management, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Shp Wealth Management, LLC office in Massachusetts, by city and A to Z.

The short answer

28 registered advisors work at Shp Wealth Management, LLC in Massachusetts, out of 28 nationwide; it's the firm's number 1 state by advisors, and the most are in Plymouth (28). 6 list the CFP designation and 0 are also registered broker representatives.

Shp Wealth Management, LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Plymouth 28

Shp Wealth Management, LLC advisors in Massachusetts, A to Z

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Questions

How many Shp Wealth Management, LLC financial advisors are in Massachusetts?

28 investment adviser representatives are registered at Shp Wealth Management, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 28 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Shp Wealth Management, LLC have the most advisors?

Plymouth, with 28. Shp Wealth Management, LLC has advisors in 1 city in Massachusetts.

How do I check a Shp Wealth Management, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Shp Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.