Chase
Reardon
Shp Wealth Management, LLC
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About this Advisor
Chase Reardon is a financial advisor who works in Plymouth, Massachusetts with a total of 2 years of industry experience. Reardon works at Shp Wealth Management, LLC. Over the course of their career, they have held roles at Commonwealth Financial Network, University Of Massachusetts, Market Basket, Ashland High School, Bed Bath And Beyond, Creative Development, Middlesex Savings Bank, University Of Massachusetts Dartmouth, Costar Group, Shp Financial LLC and Shp Wealth Management, LLC. Reardon has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Massachusetts. Shp Wealth Management, LLC is a business operating out of Plymouth, MA. It has offices in five locations and a total of 42 financial advisors. It manages $906 million in assets under management between its 5,079 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 5,079 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. Shp Wealth Management, LLC has a diverse assortment of services, including 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 for financial management largely vary depending on which services are provided. However, fee types billed by Shp Wealth Management, LLC can include any combination of 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
Chase Reardon Work History
Chase has been registered as a financial advisor for 2 years.*
Shp Financial LLC
Shp Wealth Management, LLC
Commonwealth Financial Network
Costar Group
Commonwealth Financial Network
Middlesex Savings Bank
University Of Massachusetts
Creative Development
University Of Massachusetts Dartmouth
Bed Bath And Beyond
Market Basket
Ashland High School
Market Basket
*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 Chase Reardon 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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