Zachary S. Perkins

SHP WEALTH MANAGEMENT

Plymouth, MA 02360

Some features on this profile are disabled

CRD#: 6962659

Professional summary

Zachary Scott Perkins, who also goes by Zach Perkins, is a registered financial advisor currently at SHP WEALTH MANAGEMENT, LLC located in Plymouth, Massachusetts.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Perkins

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Scott Perkins'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

January 27, 2025 - Present

SHP WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 174697

Plymouth, MA

Past

December 11, 2019 - December 23, 2024

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

October 1, 2018 - December 23, 2024

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

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
(1/27/2025)

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: 10/14/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2018

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Cory Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Manitowoc, WI

Steven Boorstein

ROCKCREST FINANCIAL LLC

IAR

Somers Point, NJ

Michael Chadwick

FISCAL WISDOM WEALTH MANAGEMENT LLC

IAR

Canton, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary S. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Scott Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHP WEALTH MANAGEMENT, LLC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

SHP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2019

SIE

Date: 10/2/2018

Series 7

Date: 9/30/2018

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

Similar Advisors