Anthony J Finocchiaro
Investment adviser representative at Shp Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
Are you Anthony J Finocchiaro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Shp FinancialDec 2019 to now
- Shp Wealth Management, LLCDec 2019 to now
- Pinnacle Private Wealth, LLCApr 2018 to Nov 2019
- MasspayJun 2017 to Feb 2018
- F&b ProduceJun 2009 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shp Wealth Management, LLC
$1.9BAssets managed
2,364Clients
32Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6674790
- Firm CRD
- 174697