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David A Hathaway

SHP Wealth Management, LLC

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About David A Hathaway

David A. Hathaway is a registered Investment Advisor Representative associated with SHP Wealth Management, LLC. David is a licensed professional with experience in the financial services industry. David has been in the industry since 2010. David has Series 7 and Series 66 securities registrations and holds a SIE certification. David has had previous experience with Santander Securities LLC and SII Investments, Inc.. David's professional focus includes providing financial planning and investment advice to individuals, businesses, and non-profit organizations. David is also an insurance agent and provides insurance services.

Firm Information

David Hathaway is currently registered with SHP Wealth Management, LLC. SHP Wealth Management, LLC is a financial advisory firm headquartered in Plymouth, MA. The firm offers financial planning, pension consulting, and educational seminars. They manage portfolios for individuals, businesses, and charitable organizations. SHP Wealth Management has approximately $1.1 billion in assets under management and serves over 2,500 clients.
SHP Wealth Management, LLC

225 WATER ST

PLYMOUTH, MA 02360

$1.10B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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David Hathaway’s Registration & Firm History

MA

07/30/2018 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

MA

12/22/2017 - 07/31/2018

SANTANDER SECURITIES LLC (DORCHESTER MA)

OK

04/19/2011 - 05/10/2016

SII INVESTMENTS, INC. (TULSA OK)

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Licenses & Designations

BOTH

Issued 09/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David A Hathaway.
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