Marci Porter Lucier

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 12/2017
  Apttus Corporation
  San Meteo, CA
• 08/2018 → 05/2020
  Oracle America
  Burlington, MA
• 08/2020 → Present
  Shp Financial
  Plymouth, MA
• 04/2021 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 01/2017 → 07/2018
  N/A
  San Mateo, CA
• 03/2022 → Present
  Duxbury Bay Maritime School
  Duxbury, MA

Previous Registrations

• 2004-07-15 → 2015-11-20
  Deutsche Bank Securities Inc.
  San Francisco, CA
  San Francisco, CA
• 2004-05-06 → 2004-06-01
  Berthel, Fisher & Company Financial Services, Inc.
  Burlingame, CA
• 2001-08-03 → 2002-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

Duxbury Bay Maritime School - Match 2022 - Adult competitive water rowing coach. Non investment related. Duxbury, MA, 6 hours a week. Operations; TT Medical USA; Is the business investment related: No; Location of the business: 56 Pembroke Woods Drive Pembroke MA 02359 USA; Description of the business: Medical device company; Responsibilities Duties: Book keeping with Company Quickbooks; Start date with business: 2024-02-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-02
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Marci Porter Lucier
• Marci Porter