Bradley Parillo

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

• 10/2023 → 11/2023
  Florida Financial Advisors
  Miami, FL
• 12/2015 → 12/2019
  Boston College High School
  Boston, MA
• 12/2019 → 08/2023
  Texas Christian University
  Fort Worth, TX
• 12/2023 → 01/2024
  Unemployed
  Kingston, MA
• 02/2024 → 06/2024
  New York Life Insurance Company
  Waltham, MA
• 03/2024 → 06/2024
  Nylife Securities Llc
  Waltham, MA
• 09/2013 → 06/2024
  Cornerstone Financial Group, Llc
  Plymouth, MA
• 08/2024 → Present
  Shp Financial, Llc
  Plymouth, MA
• 08/2024 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2023-10-18 → 2023-11-06
  Florida Financial Advisors, Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-05

Other Names

• Bradley Robert Parillo
• Bradley Parillo