Chase Andrew Reardon

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

• 06/2020 → 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

• 2020-07-21 → 2020-11-23
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-15

Other Names

• Chase Reardon