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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial Investment Advisory LLC financial advisors

Every SEC-registered investment adviser representative at Shepherd Financial Investment Advisory LLC, by the state and city of the office they work from.

The short answer

31 registered advisors work at Shepherd Financial Investment Advisory LLC, in 3 states and 4 cities; the most are in Carmel, IN (26). 4 list the CFP designation and 16 are also registered broker representatives.

Search every Shepherd Financial Investment Advisory LLC advisor by name →Who joined and left Shepherd Financial Investment Advisory LLC →Shepherd Financial Investment Advisory LLC: assets, clients and custodians →

Cities with the most Shepherd Financial Investment Advisory LLC advisors

Carmel, IN 26New Albany, IN 2Wilmington, DE 2Sarasota, FL 1

Shepherd Financial Investment Advisory LLC advisors by state

Shepherd Financial Investment Advisory LLC in Indiana 28

Carmel 26New Albany 2

Shepherd Financial Investment Advisory LLC in Delaware 2

Wilmington 2

Shepherd Financial Investment Advisory LLC in Florida 1

Sarasota 1

Questions

How many financial advisors does Shepherd Financial Investment Advisory LLC have?

31 investment adviser representatives are registered with Shepherd Financial Investment Advisory LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 4 list the CFP designation and 16 are also registered as broker representatives.

Where does Shepherd Financial Investment Advisory LLC have the most advisors?

Carmel, IN, with 26 registered advisors, then New Albany, IN (2). By state, Indiana has the most, with 28.

How do I find a Shepherd Financial Investment Advisory LLC financial advisor near me?

Pick your state below, then your city, to see every Shepherd Financial Investment Advisory LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Shepherd Financial Investment Advisory LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →