Brian
Davies
Shepherd Financial Partners, LLC
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About this Advisor
Brian Davies is a chartered financial analyst operating out of Winchester, Massachusetts who has 5 years of relevant experience. Davies currently works for Shepherd Financial Partners, LLC. Over the course of their career, Davies has held roles at Ironwood Investment Management, Lpl Financial LLC and Shepherd Financial Partners, LLC. Davies holds a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Massachusetts and Texas. Shepherd Financial Partners, LLC is an advisory firm that has its headquarters in Winchester, MA. The company has offices in three locations and a total of 23 advisors. It handles $799 million in assets under management between its 658 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 658 client accounts, 32% are associated with high-net-worth individuals who have at least $1 million in investable assets. Shepherd Financial Partners, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees are based on which service is provided. Fee types charged by Shepherd Financial Partners, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shepherd Financial Partners, LLC Brokerage Details
$798,565,123
23
658
$1,213,625
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Davies Work History
Brian has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Shepherd Financial Partners, LLC
Shepherd Financial Partners, LLC
Ironwood Investment Management
*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 Brian Davies 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 Partners, LLC
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
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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