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Financial ADVSR advisor directory · SEC adviser records

Shepherd Kaplan LLC financial advisors in Boston, MA

Every SEC-registered investment adviser representative at a Shepherd Kaplan LLC office in Boston, A to Z.

15 registered advisors work at Shepherd Kaplan LLC in Boston, out of 18 at the firm nationwide; it ranks number 53 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Shepherd Kaplan LLC advisors in Boston, A to Z

Every Shepherd Kaplan LLC advisor →

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

Shepherd Kaplan LLC advisors in other cities

Brewster, NY 1Oakland Park, FL 1Pipersville, PA 1

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Shepherd Kaplan LLC have in Boston?

15 investment adviser representatives are registered at Shepherd Kaplan LLC offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Shepherd Kaplan LLC one of the largest advisor employers in Boston?

Shepherd Kaplan LLC ranks number 53 in Boston by registered advisors; Morgan Stanley has the most, with 347.

How do I check a Shepherd Kaplan LLC advisor in Boston?

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 Kaplan LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.