Paul RobertsCRD Number: 4404408
Current Firm: Shepherd Kaplan LLC
Paul Roberts (CRD# 4404408) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 21 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Shepherd Kaplan LLC||Boston, MA||Feb 2021 - Current||2|
|Self Employed||Marlbehead, MA||Jan 2020 - Jan 2021||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Mar 2008 - Dec 2019||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Oct 2003|
|S66||NASAA Uniform Combined State Law Examination||Apr 2015|
Total Assets Under Management7,630MILLIONS
Total Number of Accounts1,140ACCOUNTS
Average Account Value$6,692,804
- 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, CO, DC, FL, MA, MD, NY, PA, TX, VA
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