Kyle Britton

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

• 03/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2016 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2021-06-16 → 2022-10-06
  Equitable Advisors, Llc
  Scituate, MA
  Wellesley, MA
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-15
• S63 Uniform Securities Agent State Law Examination
  2016-09-30