Brendan CaslinCRD Number: 6384600
Current Firm: Shepherd Kaplan LLC
Brendan Caslin (CRD# 6384600) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 2 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Shepherd Kaplan LLC||Boston, MA||Jun 2014 - Current||3|
|Amherst College||Amherst, MA||Aug 2010 - May 2014||3|
|Wayfair LLC||Boston, MA||Jun 2013 - Aug 2013||< 1|
|Crossfit Reach||Acton, MA||Jun 2013 - Jun 2013||< 1|
|Belltower Books||Amherst, MA||May 2012 - May 2013||1|
|Linkable Networks||Boston, MA||Jun 2011 - Aug 2011||< 1|
|My Techwerks||Lincoln, MA||Aug 2008 - May 2010||1|
|Lincoln-sudbury Regional High School||Sudbury, MA||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management8,351MILLIONS
Total Number of Accounts2,260ACCOUNTS
Average Account Value$3,695,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA, WI
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