David
Layte
Shp Wealth Management, LLC
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About this Advisor
David Layte is a financial advisor working out of Plymouth, Massachusetts, with a total of 2 years of relevant experience. Layte works at Shp Wealth Management, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Incorporate, Wells Fargo Advisors, Shp Financial LLC, Shp Wealth Management, LLC, Homemaker and Wells Fargo Clearing Services LLC. Layte has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Shp Wealth Management, LLC is a financial advisory company based in Plymouth, MA. It has offices in five locations and a total of 42 advisors. It oversees $906 million in assets across its 5,079 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 5,079 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Shp Wealth Management, LLC performs a number 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. Financial advisory fee schedules usually depend on the financial services offered. However, fee types charged by Shp Wealth Management, LLC can 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
David Layte Work History
David has been registered as a financial advisor for 2 years.*
Shp Financial LLC
Shp Wealth Management, LLC
Wells Fargo Clearing Services LLC
Wells Fargo Advisors
Homemaker
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Incorporate
*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 David Layte 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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