Samuel Shepherd, financial advisor Winchester MA

Samuel Shepherd

CRD Number: 6618941
Current Firm: Shepherd Financial Partners, LLC

Samuel Shepherd (CRD# 6618941) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Winchester, MA Feb 2017 - Current 4
Shepherd Financial Partners Winchester, MA Mar 2016 - Current 5
Ernst & Young San Francisco, CA Aug 2014 - Jan 2016 1
University Of Pennsylvania Philadelphia, PA Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Samuel S. Shepherd
Phone Number: (781) 756-1804
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    687
    MILLIONS
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $1,285,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Types of Clients
Registered States

CA, CT, FL, GA, LA, MA, ME, NH, NY, PA, RI, TX

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