Zachary Scott Perkins

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

• 06/2018 → 11/2019
  Eaton Vance Distributors, Inc.
  Boston, MA
• 12/2017 → 01/2018
  Crate And Barrel
  Highham, MA
• 06/2017 → 08/2017
  Boston Financial Data Services
  Quincy, MA
• 08/2014 → 05/2018
  Full Time Education
  Hamden, CT
• 11/2019 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA
• 11/2019 → 12/2024
  Morgan Stanley
  Boston, MA
• 01/2025 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 01/2025 → Present
  Shp Financial
  Plymouth, MA

Previous Registrations

• 2019-12-11 → 2024-12-23
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-14

Designations

• Chartered Financial Analyst

Other Names

• Zach Perkins