Financial ADVSR advisor directory · SEC adviser records
Shp Wealth Management, LLC financial advisors in Plymouth, MA
Every SEC-registered investment adviser representative at a Shp Wealth Management, LLC office in Plymouth, A to Z.
The short answer
28 registered advisors work at Shp Wealth Management, LLC in Plymouth, out of 28 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Shp Wealth Management, LLC advisors in Plymouth, A to Z
Every Shp Wealth Management, LLC advisor →- Aidan V. AroneCertified Financial Planner
- Michael J. BagniInvestment adviser rep
- Katherine P. BakerCertified Financial Planner
- Jack P. BettleInvestment adviser rep
- Colin P. CroninInvestment adviser rep
- Keith W. Ellis IIInvestment adviser rep
- Derek L. GregoireInvestment adviser rep
- Michael A. Guthrie IVInvestment adviser rep
- Raphael HannaInvestment adviser rep
- David A. HathawayInvestment adviser rep
- Cameron J. IarrobinoInvestment adviser rep
- Mark S. KenneyCertified Financial Planner
- Paul M. KittredgeInvestment adviser rep
- Joshua R. KosinskiInvestment adviser rep
- Natalia C. ManningInvestment adviser rep
- Jonathan F. MorrisonInvestment adviser rep
- Nicholas E. NelsonInvestment adviser rep
- Alina OsokhovskaCertified Financial Planner
- Bradley ParilloInvestment adviser rep
- Matthew C. PeckCertified Financial Planner
- Zachary S. PerkinsChartered Financial Analyst
- Patrick M. RandallInvestment adviser rep
- Chase A. ReardonInvestment adviser rep
- Rafael G. ReyesInvestment adviser rep
- Laura RussoInvestment adviser rep
- Joshua P. SantosInvestment adviser rep
- James P. SferrazzaInvestment adviser rep
- Christopher P. WillisCertified Financial Planner
Shp Wealth Management, LLC advisors in every city and state →Shp Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plymouth
All Plymouth advisors →Cetera Investment Advisers LLC 6Commonwealth Financial Network 61620 Investment Advisors, Inc. 4LPL Financial LLC 4Stifel, Nicolaus & Company, Incorporated 4World Investment Advisors, LLC 4Edward Jones 3
Questions
How many financial advisors does Shp Wealth Management, LLC have in Plymouth?
28 investment adviser representatives are registered at Shp Wealth Management, LLC offices in Plymouth, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Shp Wealth Management, LLC one of the largest advisor employers in Plymouth?
Shp Wealth Management, LLC ranks number 1 in Plymouth by registered advisors, ahead of Cetera Investment Advisers LLC (6).
How do I check a Shp Wealth Management, LLC advisor in Plymouth?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.