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William C Malagodi

SHP Wealth Management, LLC

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About William C Malagodi

William C Malagodi is a registered investment advisor representative with SHP Wealth Management, LLC in Plymouth, MA. William has been in the financial services industry since 2011 and has a strong background in providing financial advice to individuals and families. William is a Series 7 and Series 66 licensed professional. He is dedicated to helping clients achieve their financial goals.

Firm Information

William Malagodi 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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William Malagodi’s Registration & Firm History

MA

04/08/2019 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

MA

08/02/2016 - 12/06/2017

MORGAN STANLEY (WELLESLEY MA)

MA

04/29/2016 - 06/29/2016

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

CA

10/28/2011 - 04/14/2016

MORGAN STANLEY (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 06/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William C Malagodi.
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