Shawn Samperi, financial advisor Pipersville PA
93 score

Shawn Samperi

CRD Number: 1880062
Current Firm: Shepherd Kaplan LLC

Shawn Samperi (CRD# 1880062) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Pipersville, PA and has over 29 years of experience in the finance industry.

Similar Advisors
John Middleton, financial advisor Pipersville PA
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
107
Similar Advisors
Thomas McKeon, financial advisor Pipersville PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Richard Welch, financial advisor Pipersville PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Shepherd Kaplan LLC Boston, MA Jul 2007 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Shawn C. Samperi
Phone Number: 617-896-1600
Firm Website: http://www.sk-llc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,481
    MILLIONS
  • Total Number of Accounts
    1,733
    ACCOUNTS
  • Average Account Value
    $4,316,861
Compensation Options
  • Other
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

CA, FL, MA, MD, NJ, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.