Brendan Caslin, financial advisor Boston MA
88 score

Brendan Caslin

CRD 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.

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Company Name Location Dates Years
Shepherd Kaplan LLC Boston, MA Jun 2014 - Current 2
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
Contact Info for Brendan P. Caslin
Phone Number: 617-896-1600
Firm Website: http://www.sk-llc.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    8,351
    MILLIONS
  • Total Number of Accounts
    2,260
    ACCOUNTS
  • Average Account Value
    $3,695,087
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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