Natalia C. Manning

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

• 06/2009 → 02/2022
  Morgan Stanley Smith Barney Llc
  Wellesley, MA
• 02/2022 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2009-06-01 → 2022-02-24
  Morgan Stanley
  Wellesley, MA
• 2008-03-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wellesley, MA
• 2008-01-10 → 2008-03-20
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 2007-11-12 → 2008-01-04
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

1.Lululemon; Investment related No; Retail sales associate; Employee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 15

Exams

• S66 Uniform Combined State Law Examination
  2007-11-10

Other Names

• Natalia C Maher
• Natalia Camargo Maher
• Natalia C. Maher
• Natalia C. Camargo