Kaitlin Shepardson, financial advisor Boca Raton FL

Kaitlin Shepardson

CRD Number: 6719147
Current Firm: Polen Capital Management, LLC

Kaitlin Shepardson (CRD# 6719147) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Polen Capital Management, LLC Boca Raton, FL Oct 2016 - Current 5
Foreside Funds Distributors, LLC Boca Raton, FL Oct 2016 - Current 5
Marsh Usa Inc. Miami, FL Jan 2013 - Sep 2016 3
Kpmg LLP Chicago, IL Oct 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Kaitlin M. Shepardson
Phone Number: 1-561-241-2425
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    46,029
    MILLIONS
  • Total Number of Accounts
    3,094
    ACCOUNTS
  • Average Account Value
    $14,876,893
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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