AdvisorOS Directory
Claim Profile
DG

Derek L.(mi Only) Gregoire

SHP WEALTH MANAGEMENT, LLC·PLYMOUTH, Massachusetts
Unclaimed Profile
225 WATER ST, PLYMOUTH, MA 02360CRD# 6384801Firm CRD# 174697
01

About

Derek L.(mi Only) Gregoire is a registered financial advisor based in PLYMOUTH, Massachusetts, affiliated with SHP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SHP WEALTH MANAGEMENT, LLC
SHP WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at SHP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 6384801
Firm CRD# 174697
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Massachusetts or claim this profile if it's yours.

Browse PLYMOUTH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Derek L.(mi Only) Gregoire offer?
Derek L.(mi Only) Gregoire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Massachusetts for a consultation.
What are Derek L.(mi Only) Gregoire's credentials?
Derek L.(mi Only) Gregoire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek L.(mi Only) Gregoire located?
Derek L.(mi Only) Gregoire is based in PLYMOUTH, Massachusetts, working with SHP WEALTH MANAGEMENT, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Derek L.(mi Only) Gregoire charge for services?
Derek L.(mi Only) Gregoire's firm is compensated through percentage of aum, hourly charges, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHP WEALTH MANAGEMENT, LLC?
SHP WEALTH MANAGEMENT, LLC has approximately 49 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLYMOUTH
Todd Adams Johnston — 1620 INVESTMENT ADVISORS, INC.Michelle Renee Johnston — 1620 INVESTMENT ADVISORS, INC.Susan Mary Rourke — 1620 INVESTMENT ADVISORS, INC.Gary Francis Joyal — JCM FUND MANAGER, LLCRichard Paul Joyal — JCM FUND MANAGER, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile