Mark Stewart Kenney

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

• 02/2011 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 03/2013 → 03/2017
  Bank Of America, N.A.
  Plymouth, MA
• 03/2017 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2011-03-21 → 2017-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plymouth, MA
  Fairhaven, MA
  Fairhaven, MA
  Riverside, RI
  Fairhaven, MA
  Hingham, MA
  Hanover, MA
  Cohasset, MA
  Plymouth, MA
  Scituate, MA
  Plymouth, MA
  Boston, MA

Other Businesses

SHP Financial; Plymouth, MA; insurance agent; provides insurance services; investment related; 20 hours per week

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22

Designations

• Certified Financial Planner

Other Names

• Mark S Kenney
• Mark Kenney