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Aidan V. Arone

SHP WEALTH MANAGEMENT
Plymouth, MA 02360
Some features on this profile are disabled
CRD#: 7338253
AA

Professional summary

Aidan Vito Arone, who also goes by Aidan V Arone, is a registered financial advisor currently at SHP WEALTH MANAGEMENT, LLC located in Plymouth, Massachusetts.

Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aidan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aidan V Arone

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.
Aidan Arone is a Licensed Insurance Agent at SHP Financial, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aidan Vito Arone'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

July 24, 2024 - Present

SHP WEALTH MANAGEMENT, LLC

Office #1: 225 Water St Suite C210, Plymouth, MA 02360
RIA
CRD#: 174697
Plymouth, MA
Past

June 4, 2024 - July 1, 2024

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEEDHAM, MA
Past

April 10, 2024 - July 1, 2024

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEEDHAM, 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".
SW
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
(7/24/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2023
Securities Industry Essentials Examination

Current Firm

SW
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
50

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts7,093
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.

Company Information

SHP WEALTH MANAGEMENT, LLC

CRD#: 174697Plymouth, MA 02360

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