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Derek L.(mi Only) Gregoire

Vice President/MemberShp Wealth Management, LLCCRD 6384801

About Derek L.(mi Only) Gregoire

Derek L.(mi Only) Gregoire is listed as Vice President/Member at Shp Wealth Management, LLC in Plymouth, MA. Form ADV reports a beneficial ownership band of Under 5%. Derek L.(mi Only) Gregoire is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Shp Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Derek L.(mi Only) Gregoire work?

Derek L.(mi Only) Gregoire is listed as Vice President/Member at Shp Wealth Management, LLC on SEC Form ADV.

How much of Shp Wealth Management, LLC does Derek L.(mi Only) Gregoire own?

Form ADV reports a beneficial ownership band of Under 5%.

Shp Wealth Management, LLC

TitleVice President/Member
OwnershipUnder 5%
Control personNo
Since2014
View Shp Wealth Management, LLC →

Triad Wealth Partners, LLC

TitleShareholder
Ownership25-50%
Control personNo
Since2023
View Triad Wealth Partners, LLC →