Shepherd Kaplan LLC
Shepherd Kaplan LLC (CRD# 128244) is a financial advisory firm headquartered in Boston, MA. They manage $8,617,780,105 in 1,330 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management8,618MILLION
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Total Number of Accounts1,330ACCOUNTS
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Average Account Value$6,479,534
- Other
- 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
Joseph Armisto (CRD# 6063682) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Brewster, NY and has over 9 years of experience in the finance industry.
Richard Blair (CRD# 5995153) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 12 years of experience in the finance industry.
John Bosco (CRD# 6284583) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 6 years of experience in the finance industry.
Christopher Cole (CRD# 5819179) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 13 years of experience in the finance industry.
Eric Collea (CRD# 6844743) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 5 years of experience in the finance industry.
Sean Flaherty (CRD# 6085932) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 11 years of experience in the finance industry.
John Geringer (CRD# 4285132) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 23 years of experience in the finance industry.
Michael Halloran (CRD# 5074100) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 15 years of experience in the finance industry.
Michael Howard-Johnson (CRD# 6793795) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 6 years of experience in the finance industry.
David Perlin (CRD# 1301100) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 17 years of experience in the finance industry.