Joseph
Armisto

Shepherd Kaplan LLC

CRD#6063682
Investment Advisor
in Brewster, NY

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About this Advisor

Joseph Armisto is a certified financial planner working in Brewster, New York, with a total of 3 years of relevant experience. Armisto works at Shepherd Kaplan LLC. Throughout their career, they have worked at The Ayco Company, L.P./Goldman Sachs, The Ayco Company, L.P./Mercer Allied, Goldman Sacs & Co LLC, Shepherd Kaplan LLC and Pointe44 Advisors LLC. Armisto has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Shepherd Kaplan LLC is a firm operating out of Boston, MA. It administers $8 billion in assets under management between its 1,140 customer accounts, placing it among the biggest firms in the country by assets under management. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which service is offered. However, fee types charged by Shepherd Kaplan LLC typically consist of other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Others

Office Location

1105 Scarborough Drive
Brewster, NY 10509

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Shepherd Kaplan LLC Brokerage Details

Total Assets Under Management

$7,629,797,085

NY Average: $16,012,751,954
Total Number of Employees

42

NY Average: 118
Total Number of Accounts

1,140

NY Average: 4,567
Average Account Size

$6,692,804

NY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joseph Armisto Work History

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

2020 - Present (4 years)

Shepherd Kaplan LLC

2019 - Present (5 years)

Pointe44 Advisors LLC

2019 - 2019 (< 1 year)

Goldman Sacs & Co LLC

2017 - 2019 (2 years)

The Ayco Company, L.P./Mercer Allied

2012 - 2019 (7 years)

The Ayco Company, L.P./Goldman Sachs

*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 Joseph Armisto 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 Kaplan LLC

Eric Collea
Boston, MA
David Perlin
Boston, MA
John Bosco
Boston, MA
Richard Blair
Boston, MA
Sean Flaherty
Boston, MA
Joseph Armisto
Brewster, NY
Kevin Flannery
Boston, 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.

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