Michael J Bagni
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, LLCDec 2025 to now
- Shp Financial, LLCSep 2024 to Dec 2025
- Morgan StanleyJul 2023 to Aug 2023
- Partners HospitalityMay 2022 to Sep 2024
- Sophomore Year CollegeSep 2021 to May 2022
- L. Knife & SonMay 2021 to Aug 2021
- Freshman Year CollegeSep 2020 to May 2021
- Haverty & Feeney Attorneys At LawSep 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7774105
- Firm CRD
- 174697