Aidan Vito Arone

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

• 01/2017 → 07/2018
  Longhorn Steakhouse
  Pembroke, MA
• 07/2018 → 06/2023
  Pure Hockey
  Braintree, MA
• 12/2020 → 04/2021
  Project Stanley
  New York, NY
• 06/2022 → 09/2022
  Busy Bee Jumpers
  Whitman, MA
• 09/2022 → 06/2023
  Providence College
  Providence, RI
• 02/2016 → 12/2016
  Student
  Pembroke, MA
• 08/2023 → Present
  Guardian Life Insurance Company
  Needham, MA
• 03/2024 → Present
  Park Avenue Securities
  Needham, MA
• 07/2014 → 09/2017
  World Cup Soccer Camp
  Pembroke, MA
• 10/2017 → 04/2018
  Arrow
  Pembroke, MA
• 04/2018 → 07/2018
  Unemployed
  Pembroke, MA
• 06/2023 → 06/2024
  The Bulfinch Group
  Needham, MA
• 07/2024 → Present
  Shp Financial, Llc
  Plymouth, MA
• 07/2024 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2024-06-04 → 2024-07-01
  Park Avenue Securities Llc
  Needham, MA

Other Businesses

Aidan Arone is a Licensed Insurance Agent at SHP Financial, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-15

Designations

• Certified Financial Planner

Other Names

• Aidan V Arone