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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.

  1. Shp Financial, LLCMay 2026 to now
  2. Shp Wealth Management, LLCMay 2026 to now
  3. Mayflower Financial Advisors, LLCJan 2025 to Apr 2026
  4. Private Client Services, LLCJan 2025 to Apr 2026
  5. Fidelity InvestmentsApr 2023 to Dec 2024
  6. Michael PageOct 2022 to Apr 2023
  7. Tomorrow.ioOct 2021 to Sep 2022
  8. 98.5 the Sports HubMar 2021 to Aug 2021
  9. The Grocery RunnersFeb 2021 to Mar 2021
  10. Pinehills Golf CourseSep 2020 to Nov 2020
  11. Cronin Group LLCJan 2020 to Apr 2020
  12. Atlantic 10 ConferenceMay 2019 to May 2019
  13. 98.5 the Sports HubDec 2018 to Mar 2020
  14. Papa Gino'sJun 2018 to Jul 2018
  15. 98.5 the Sports HubMay 2018 to Aug 2018
  16. 91.1 WmuaApr 2018 to Jun 2020
  17. Hampshire Commissary, University of Massachusetts AmherstNov 2017 to Mar 2018
  18. Town of Kingston, Recreation DepartmentJul 2017 to Aug 2017
  19. YogiboMay 2017 to Aug 2017
  20. Berkshire Dining Hall, University of Massachusetts AmherstJan 2017 to May 2017
  21. 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
Advisor's SEC record (opens in a new tab)
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