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 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Shepherd Kaplan LLC||Boston, MA||Jun 2014 - Current||4|
|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 Management7,481MILLIONS
Total Number of Accounts1,733ACCOUNTS
Average Account Value$4,316,861
- 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)
CA, FL, MA, MD, NJ, NY, PA, TX, VA
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