Colin Patrick Cronin
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 Financial, LLCMay 2026 to now
- Shp Wealth Management, LLCMay 2026 to now
- Mayflower Financial Advisors, LLCJan 2025 to Apr 2026
- Private Client Services, LLCJan 2025 to Apr 2026
- Fidelity InvestmentsApr 2023 to Dec 2024
- Michael PageOct 2022 to Apr 2023
- Tomorrow.ioOct 2021 to Sep 2022
- 98.5 the Sports HubMar 2021 to Aug 2021
- The Grocery RunnersFeb 2021 to Mar 2021
- Pinehills Golf CourseSep 2020 to Nov 2020
- Cronin Group LLCJan 2020 to Apr 2020
- Atlantic 10 ConferenceMay 2019 to May 2019
- 98.5 the Sports HubDec 2018 to Mar 2020
- Papa Gino'sJun 2018 to Jul 2018
- 98.5 the Sports HubMay 2018 to Aug 2018
- 91.1 WmuaApr 2018 to Jun 2020
- Hampshire Commissary, University of Massachusetts AmherstNov 2017 to Mar 2018
- Town of Kingston, Recreation DepartmentJul 2017 to Aug 2017
- YogiboMay 2017 to Aug 2017
- Berkshire Dining Hall, University of Massachusetts AmherstJan 2017 to May 2017
- University of Massachusetts AmherstSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7725692
- Firm CRD
- 174697