Natalia C. Manning

SHP WEALTH MANAGEMENT

Plymouth, MA 02360

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CRD#: 3122269

Professional summary

Natalia C. Manning, who also goes by Natalia C. Camargo, Natalia C Maher, Natalia C. Maher, Natalia Camargo Maher, is a registered financial advisor currently at SHP WEALTH MANAGEMENT, LLC located in Plymouth, Massachusetts.

Natalia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Natalia has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natalia C. Camargo | Natalia C Maher | Natalia C. Maher | Natalia Camargo Maher

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.Lululemon; Investment related No; Retail sales associate; Employee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 15

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalia C. Manning's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 10, 2022 - Present

SHP WEALTH MANAGEMENT, LLC

Office #1: 225 Water St Suite C210, Plymouth, MA 02360

RIA

CRD#: 174697

Plymouth, MA

Past

June 1, 2009 - February 24, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Wellesley, MA

Past

June 1, 2009 - February 24, 2022

MORGAN STANLEY

CRD#: 149777

Wellesley, MA

Past

March 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

WELLESLEY, MA

Past

March 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

WELLESLEY, MA

Past

January 10, 2008 - March 20, 2008

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

BOSTON, MA

Past

January 10, 2008 - March 20, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

BOSTON, MA

Past

November 12, 2007 - January 4, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BOSTON, MA

Past

July 27, 2007 - January 4, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHP WEALTH MANAGEMENT, LLC

SHP FINANCIAL | SHP WEALTH MANAGEMENT, LLC | SHP FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 174697 / SEC#: 801-108679

RIA

Registered Investment Advisory firm - (11/29/2016 Approved)

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

Massachusetts
(3/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2007

General Securities Representative Examination

Current Firm

SHP WEALTH MANAGEMENT, LLC

SHP FINANCIAL | SHP WEALTH MANAGEMENT, LLC | SHP FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 174697 / SEC#: 801-108679

RIA

Registered Investment Advisory firm - (11/29/2016 Approved)

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Contact information

Main Address

225 Water St Suite C210, Plymouth, MA 02360

Mailing Address

Phone number

(508) 746-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - SHP WEALTH MANAGEMENT LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts	7,093
AUM (Assets Under Management)	$ 1,496,875,252

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Natalia C. Manning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalia C. Manning's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

SHP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2007

Current Firm

SHP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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