Laura Russo
Investment adviser representative at Shp Wealth Management, LLC
11 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
11 years in the industry.
- Shp Wealth Management, LLCJun 2024 to now
- Shp FinancialOct 2018 to now
- Bank of America (us Trust)Dec 2017 to Oct 2018
- Boyd and Boyd PcApr 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7954688
- Firm CRD
- 174697