Steven
St. Pierre
Shepherd Financial Partners, LLC
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About this Advisor
Steven St. Pierre is a certified financial planner operating in Winchester, Massachusetts with 6 years of relevant experience. St. Pierre is an employee of Shepherd Financial Partners, LLC. During their career, St. Pierre has held roles at Lpl Financial LLC and Shepherd Financial Partners, LLC. St. Pierre holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Massachusetts, New Hampshire and Texas. Shepherd Financial Partners, LLC is an advisory company that has its headquarters in Winchester, MA. The firm has offices in three locations and a total of 23 advisors. It manages $799 million in assets under management among its 658 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 658 accounts, 32% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Shepherd Financial Partners, LLC most 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
Steven St. Pierre Work History
Steven has been registered as a financial advisor for 6 years.*
Shepherd Financial Partners, LLC
Lpl Financial LLC
*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 Steven St. Pierre 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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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.
