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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial Partners, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Shepherd Financial Partners, LLC office in Massachusetts, by city and A to Z.

The short answer

5 registered advisors work at Shepherd Financial Partners, LLC in Massachusetts, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Winchester (4). 2 list the CFP designation and 5 are also registered broker representatives.

Shepherd Financial Partners, LLC advisors by city in Massachusetts

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Winchester 4

Shepherd Financial Partners, LLC advisors in Massachusetts, A to Z

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Shepherd Financial Partners, LLC advisors in every state →Shepherd Financial Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Shepherd Financial Partners, LLC financial advisors are in Massachusetts?

5 investment adviser representatives are registered at Shepherd Financial Partners, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

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

Winchester, with 4. Shepherd Financial Partners, LLC has advisors in 1 city in Massachusetts.

How do I check a Shepherd Financial Partners, LLC advisor in Massachusetts?

Each advisor below 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. Advisors are listed at the city of the Shepherd Financial Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.