Anthony J Finocchiaro

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

• 12/2019 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 12/2019 → Present
  Shp Financial
  Plymouth, MA
• 04/2018 → 11/2019
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 06/2017 → 02/2018
  Masspay
  Beverly, MA
• 06/2009 → 03/2017
  F&B Produce
  Chelsea, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-11

Other Names

• Anthony Finocchiaro