Samuel
Shepherd
Shepherd Financial Partners, LLC
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About this Advisor
Samuel Shepherd is a chartered financial analyst based out of Winchester, Massachusetts with a total of 5 years of industry experience. Shepherd is an employee of Shepherd Financial Partners, LLC. Their career trajectory has included roles at Ernst & Young, University Of Pennsylvania, Lpl Financial, LLC and Shepherd Financial Partners. Shepherd holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts and Texas. Shepherd Financial Partners, LLC is an advisory firm that has its headquarters in Winchester, MA. The investment advisory business has offices in three locations and a total of 23 employees. It administers $799 million in total assets among its 658 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 658 client accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on the type of services. However, fee types billed by Shepherd Financial Partners, LLC likely consist 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
Samuel Shepherd Work History
Samuel has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Shepherd Financial Partners
Ernst & Young
University Of Pennsylvania
*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 Samuel Shepherd 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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