Joshua Paul Santos
Investment Adviser Representative at SHP Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Paul Santos is an investment adviser representative with SHP Wealth Management, LLC in Plymouth, MA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 32
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SHP Wealth Management, LLCJun 2026 – no end date reportedPlymouth, MA
- Stonehill CollegeSep 2021 – May 2025Easton, MA
- Apponequet Regional High SchoolSep 2017 – Jun 2021Lakeville, MA
- SHP Financial, LLCJun 2026 – no end date reportedPlymouth, MA
- Middle schoolJun 2014 – Jun 2017Lakeville, MA
- Stonehill CollegeJan 2024 – May 2025Easton, MA
- TPC Boston (Caddiemaster)May 2022 – Sep 2024Norton, MA
- LIFT & CARE Systems IncJun 2018 – May 2022Lakeville, MA
- THE Bulfinch GroupFeb 2024 – Aug 2024Needham, MA
- Fidelity InvestmentsJun 2025 – May 2026Smithfield, RI
- Lakeville Country CLUBMay 2021 – Aug 2021Lakeville, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SHP Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- $500,001 - $2,000,0001.00%
- $2,000,001 - $3,500,0000.85%
- $3,500,001 - $6,000,0000.70%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Plymouth, MA
- SEC file number:
- 801-108679
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at SHP Wealth Management, LLC
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Paul Santos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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