Gregory P. Shaw
H&S TAX AND WEALTH ADVISORS LLC | Principal & Co-founder - H&S Tax and Wealth Advisors, LLC
Red Bank, NJ 07704
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CRD#: 2985222
Professional summary
Gregory Paul Shaw, CFP®, who also goes by Greg Shaw, is a registered financial advisor currently at H&S TAX AND WEALTH ADVISORS LLC located in Red Bank, New Jersey.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 9 exams.
Biography
Gregg is a principal and founding member of H&S Tax and Wealth Advisors, LLC, a Registered Investment Advisor and H&S Tax Associates, LLC., an affiliate accounting firm. Gregg is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified College Financial Consultant (CCFC).
Born and raised in West Orange, NJ, Gregg operated a family-owned business after graduating from Seton Hall University in 1989. In 2000, Gregg began his 10-year career at Fidelity Investments serving primarily as Vice President in Fidelity’s Private Client Group. During his tenure, Gregg provided financial counseling to more than 300 families with assets in excess of $1 billion. In 2010, Gregg joined a small Registered Investment Advisor, working in a fiduciary manner as a Chief Financial Planner™.
In addition to supporting various charitable causes such as The Epilepsy Foundation, The First Tee of the Jersey Shore and St Jude's, Gregg is a proud volunteer for Financial Planning for Cancer developed by Family Reach, a national non profit 501(c)(3). Family Reach is dedicated to matching those families directly affected by cancer with a pro bono financial planner in helping manage through challenging financial matters during a difficult time.
A 6 x Ironman Finisher including Ironman World Championship in Kailua-Kona, Hawaii, Gregg lives in Fair Haven, NJ with his wife and two children.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Greg Shaw
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MY WIFE AND I PERSONALLY OWN A TWO-FAMILY HOME IN RED BANK, NJ WHICH WE PURCHASED IN 1997. WE ARE THE SOLE OWNERS. I ACTIVELY PARTICIPATE IN MANAGING THIS RENTAL HOME BY COLLECTING RENT, MAINTAIN THE HOME AND WORKING WITH CURRENT/PROSPECTIVE TENANTS. THIS IS NOT INVESTMENT RELATED. I SPEND APPROXIMATELY 10 OR LESS HOURS A MONTH MANAGING THIS PROPERTY.(2)H&S TAX ASSOCIATES, LLC. PARTNER.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Paul Shaw's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
November 24, 2017 - Present
H&S TAX AND WEALTH ADVISORS LLC
Office #1: 130 Maple Ave Unit 2a, Red Bank, NJ 07704RIA
CRD#: 290643
Red Bank, NJ
Past
June 24, 2010 - December 4, 2017
CHATHAM WEALTH MANAGEMENT
RIA
CRD#: 111987
CHATHAM, NJ
Past
June 17, 2003 - June 18, 2010
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SHREWSBURY, NJ
Past
February 14, 2001 - June 17, 2010
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SHREWSBURY, NJ
Past
April 18, 2000 - February 14, 2001
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
August 3, 1998 - March 21, 2000
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
Past
February 17, 1998 - July 21, 1998
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(11/24/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HT
H&S TAX AND WEALTH ADVISORS LLC
H&S TAX AND WEALTH ADVISORS LLC
CRD#: 290643 / SEC#:
New Jersey
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Contact information
Main Address
130 Maple Ave Unit 2a, Red Bank, NJ 07704
Mailing Address
Phone number
(732) 268-8813
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 58,479,811 |
Red Flags
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Company Information
H&S TAX AND WEALTH ADVISORS LLC
Principal & Co-founder - H&S Tax and Wealth Advisors, LLCCRD#: 290643Red Bank, NJ 07704TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
