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David Layte

SHP Wealth Management, LLC

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About David Layte

David Layte is a financial advisor at SHP Wealth Management, LLC, a registered investment advisor with offices in Plymouth, MA. David has been in the financial services industry since 2012 and has experience working with high-net-worth individuals, families, and businesses. David is a licensed insurance agent in addition to being a registered investment advisor representative. SHP Wealth Management, LLC specializes in providing financial planning, portfolio management, and selection of other advisors services.

Firm Information

David Layte 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 Layte’s Registration & Firm History

MA

02/09/2021 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

RI

07/14/2017 - 08/21/2020

WELLS FARGO CLEARING SERVICES, LLC (NEWPORT RI)

MA

09/06/2012 - 09/12/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDWAY MA)

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Licenses & Designations

BOTH

Issued 10/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Layte.
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