Zachary Scott Perkins
Investment adviser representative at Shp Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
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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
12 years in the industry.
- Shp FinancialJan 2025 to now
- Shp Wealth Management, LLCJan 2025 to now
- Eaton Vance Distributors, Inc.Jun 2018 to now
- Morgan StanleyNov 2019 to Dec 2024
- Crate and BarrelDec 2017 to Jan 2018
- Boston Financial Data ServicesJun 2017 to Aug 2017
- Full Time EducationAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State 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
- 6962659
- Firm CRD
- 174697