Best Investors Account Sign in
Inactive

Zachary Scott Perkins

Shp Wealth Management, LLC

Plymouth, MA

Claim This Profile
Current Employers
Shp Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-27
  • MA RA
    APPROVED
    Since 2025-01-27

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
Eaton Vance Distributors, Inc. Boston MA 06/2018 11/2019
Crate And Barrel Highham MA 12/2017 01/2018
Boston Financial Data Services Quincy MA 06/2017 08/2017
Full Time Education Hamden CT 08/2014 05/2018
Eaton Vance Distributors, Inc. Boston MA 11/2019 Present
Morgan Stanley Boston MA 11/2019 12/2024
Shp Wealth Management, Llc Plymouth MA 01/2025 Present
Shp Financial Plymouth MA 01/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-14
  • S66 Uniform Combined State Law Examination
    2019-10-14
Designations
Other Names
  • Zach Perkins

View on SEC IAPD

Other Firms

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

Other Investors

NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor