Brian
Roseman
Shp Wealth Management, LLC
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About this Advisor
Brian Roseman is a financial advisor based out of Plymouth, Massachusetts who has 3 years of relevant experience. Roseman currently works for Shp Wealth Management, LLC. During their career, Roseman has held roles at S&P Oyster Company, Hold Bros. Online Investment Services, LLC, Kpmg Llp, Shp Wealth Management and Shp Wealth Management, LLC. Roseman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Shp Wealth Management, LLC is a registered investment firm that has its headquarters in Plymouth, MA. The company has offices in five locations and a total of 42 advisors. It has $906 million in total assets between its 5,079 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 5,079 accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Shp Wealth Management, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is provided. Fee types billed by Shp Wealth Management, LLC likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$905,687,204
42
5,079
$178,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Roseman Work History
Brian has been registered as a financial advisor for 3 years.*
Shp Wealth Management, LLC
Shp Wealth Management
S&P Oyster Company
Hold Bros. Online Investment Services, LLC
Kpmg Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Roseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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