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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial Partners, LLC financial advisors

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

5 registered advisors work at Shepherd Financial Partners, LLC, in 2 states and 2 cities; the most are in Winchester, MA (4). 2 list the CFP designation and 5 are also registered broker representatives.

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

Cities with the most Shepherd Financial Partners, LLC advisors

Winchester, MA 4Sanibel, FL 1

Shepherd Financial Partners, LLC advisors by state

Shepherd Financial Partners, LLC in Massachusetts 4

Winchester 4

Shepherd Financial Partners, LLC in Florida 1

Sanibel 1

Questions

How many financial advisors does Shepherd Financial Partners, LLC have?

5 investment adviser representatives are registered with Shepherd Financial Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 5 are also registered as broker representatives.

Where does Shepherd Financial Partners, LLC have the most advisors?

Winchester, MA, with 4 registered advisors, then Sanibel, FL (1). By state, Massachusetts has the most, with 4.

How do I find a Shepherd Financial Partners, LLC financial advisor near me?

Pick your state below, then your city, to see every Shepherd Financial Partners, 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 Partners, 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 →