Leah
Sylvester

Shepherd Financial Investment Advisory LLC

CRD#6458964
Investment Advisor
in Carmel, IN

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About this Advisor

Leah Sylvester is a financial advisor who works in Carmel, Indiana who has 3 years of industry experience. Sylvester is on the advisory team at Shepherd Financial Investment Advisory LLC. Their career trajectory has included roles at Shepherd Financial and Ascensus Consulting. Sylvester has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Indiana. Shepherd Financial Investment Advisory LLC is an advisory company operating out of Carmel, IN. The company has a total of 29 advisors. It administers $3 billion in assets under management between its 1,319 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 1,319 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which services are provided. Fees charged by Shepherd Financial Investment Advisory LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 Congressional Blvd., Suite 100
Carmel, IN 46032

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Shepherd Financial Investment Advisory LLC Brokerage Details

Total Assets Under Management

$3,184,317,975

IN Average: $1,347,246,178
Total Number of Employees

29

IN Average: 46
Total Number of Accounts

1,319

IN Average: 1,775
Average Account Size

$2,414,191

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Leah Sylvester Work History

Leah has been registered as a financial advisor for 3 years.*

2015 - Present (9 years)

Shepherd Financial

2012 - 2015 (3 years)

Ascensus Consulting

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leah Sylvester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shepherd Financial Investment Advisory LLC

Leah Sylvester
Carmel, IN
Charles Clem
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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