Rafael Gregory Reyes
Investment adviser representative at Shp Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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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
10 years in the industry.
- Shp Wealth Management, LLCJun 2023 to now
- Shp FinancialJun 2023 to now
- Adviser InvestmentsOct 2021 to May 2023
- Waddell & Reed Financial AdvisorsAug 2020 to Oct 2021
- Ez Autobody, Inc.May 2018 to Jul 2020
- Siena CollegeSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7283017
- Firm CRD
- 174697