Rafael Gregory Reyes
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.
Rafael Gregory Reyes is an investment adviser representative with SHP Wealth Management, LLC in Plymouth, MA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Adviser Investments. They have passed the Series 65 (investment adviser) exam. 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.
- Adviser InvestmentsOct 2021 – May 2023Newton, MA
- Waddell & Reed Financial AdvisorsAug 2020 – Oct 2021Waltham, MA
- EZ Autobody, Inc.May 2018 – Jul 2020Salem, MA
- Siena CollegeSep 2016 – May 2020Loudonville, NY
- Waddell & Reed Financial AdvisorsAug 2020 – Oct 2021Woburn, MA
- SHP FinancialJun 2023 – no end date reportedPlymouth, MA
- SHP Wealth Management, LLCJun 2023 – no end date reportedPlymouth, 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. Rafael Gregory Reyes 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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