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Katherine Patricia Baker

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 2026-05-28
  • MA RA
    APPROVED
    Since 2026-05-28

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
Shp Financial, Llc Plymouth MA 05/2026 Present
Shp Wealth Management, Llc Plymouth MA 05/2026 Present
Eaton Vance Investment Management Boston MA 09/2015 06/2017
Eaton Vance Investment Counsel Boston MA 06/2017 11/2019
The Colony Group, Llc Boston MA 11/2019 04/2023
Pathstone Boston MA 05/2023 12/2024
Pathstone Boston MA 04/2023 04/2026
  • 05/2026 → Present
    Shp Financial, Llc
    Plymouth, MA
  • 05/2026 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
  • 09/2015 → 06/2017
    Eaton Vance Investment Management
    Boston, MA
  • 06/2017 → 11/2019
    Eaton Vance Investment Counsel
    Boston, MA
  • 11/2019 → 04/2023
    The Colony Group, Llc
    Boston, MA
  • 05/2023 → 12/2024
    Pathstone
    Boston, MA
  • 04/2023 → 04/2026
    Pathstone
    Boston, MA
Previous Registrations
Designations

View on SEC IAPD

Other Firms

SHP WEALTH MANAGEMENT, LLC
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

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

SHP WEALTH MANAGEMENT, LLC · PLYMOUTH, MA
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

More in Plymouth, MA

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