Unclaimed Profile

Keith Winslow Ellis

SHP WEALTH MANAGEMENT, LLC·PLYMOUTH, Massachusetts

SHP WEALTH MANAGEMENT, LLC

225 WATER ST, PLYMOUTH, MA 02360CRD# 6441180Firm CRD# 174697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith Winslow Ellis · PLYMOUTH, MA

Registration

CRD #6441180 · SHP WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Keith Winslow Ellis 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SHP WEALTH MANAGEMENT, LLC

AUM

$1.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Other: SELECTION OF OTHER ADVISERS FEES

Regulatory

SEC/IARD CRD# 6441180

Firm CRD# 174697

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith Winslow Ellis offer?

Keith Winslow Ellis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Massachusetts for a consultation.

What are Keith Winslow Ellis's credentials?

Keith Winslow Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Winslow Ellis located?

Keith Winslow Ellis 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 Keith Winslow Ellis charge for services?

Keith Winslow Ellis'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.

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