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Chase Andrew Reardon

Shp Wealth Management, LLC

Plymouth, MA

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Current Employers
Shp Wealth Management, Llc

225 Water St Suite C210, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-01-22
  • MA RA
    APPROVED
    Since 2021-01-22

Branch Locations

225 Water St Suite C210, Plymouth, MA 02360 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 06/2020 11/2020
University Of Massachusetts Dartmouth MA 09/2016 05/2020
Market Basket Ashland MA 09/2014 09/2016
Ashland High School Ashland MA 06/2012 09/2016
Middlesex Savings Bank Natick MA 06/2017 04/2018
Commonwealth Financial Network Waltham MA 05/2018 08/2018
Market Basket Ashland MA 12/2010 10/2018
University Of Massachusetts Dartmouth North Dartmouth MA 09/2016 04/2020
Costar Group Boston MA 05/2020 08/2020
Shp Financial Llc Plymouth MA 01/2021 Present
Shp Wealth Management, Llc Plymouth MA 01/2021 Present
  • 06/2020 → 11/2020
    Commonwealth Financial Network
    Waltham, MA
  • 09/2016 → 05/2020
    University Of Massachusetts
    Dartmouth, MA
  • 09/2014 → 09/2016
    Market Basket
    Ashland, MA
  • 06/2012 → 09/2016
    Ashland High School
    Ashland, MA
  • 06/2017 → 04/2018
    Middlesex Savings Bank
    Natick, MA
  • 05/2018 → 08/2018
    Commonwealth Financial Network
    Waltham, MA
  • 12/2010 → 10/2018
    Market Basket
    Ashland, MA
  • 09/2016 → 04/2020
    University Of Massachusetts Dartmouth
    North Dartmouth, MA
  • 05/2020 → 08/2020
    Costar Group
    Boston, MA
  • 01/2021 → Present
    Shp Financial Llc
    Plymouth, MA
  • 01/2021 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Previous Registrations
Other Businesses

Yes at SHP I get a 20% commission on new business that I bring to the firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-15
  • S65 Uniform Investment Adviser Law Examination
    2019-11-15
Other Names
  • Chase Reardon

View on SEC IAPD

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COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo

Other Offices

EDWARD JONES · PLYMOUTH, MA
INTEGRATED WEALTH CONCEPTS LLC · PLYMOUTH, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Plymouth, MA
CONDON WEALTH MANAGEMENT, INC. · PLYMOUTH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Plymouth, MA
LPL FINANCIAL LLC · PLYMOUTH, MA
FLAGSHIP HARBOR ADVISORS, LLC · Plymouth, MA
CITIZENS SECURITIES, INC. · PLYMOUTH, MA

More in Plymouth, MA

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