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).

Current Firm Details
53 State Street, 23rd Floor, Boston, MA 02109
http://www.skk-llc.com
By the Numbers
  • Total Assets Under Management
    8,618
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $6,479,534
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
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MA, MD, NY, PA, TX, VA

Financial Advisors at Shepherd Kaplan LLC
Showing 1 - 10 of 15 top financial advisors.
1
Joseph Armisto, financial advisor Brewster NY
Joseph A. Armisto
CRD#: 6063682
1105 Scarborough Drive, Brewster, NY 10509

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.

2
Richard Blair, financial advisor Boston MA
Richard W. Blair
CRD#: 5995153
53 State Street, 23rd Floor, Boston, MA 02109

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.

3
John Bosco, financial advisor Boston MA
John J. Bosco
CRD#: 6284583
53 State Street, 23rd Floor, Boston, MA 02109

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.

4
Christopher Cole, financial advisor Boston MA
Christopher M. Cole
CRD#: 5819179
53 State Street, 23rd Floor, Boston, MA 02109

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.

5
Eric Collea, financial advisor Boston MA
Eric A. Collea
CRD#: 6844743
53 State Street, 23rd Floor, Boston, MA 02109

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.

6
Sean Flaherty, financial advisor Boston MA
Sean R. Flaherty
CRD#: 6085932
53 State Street, 23rd Floor, Boston, MA 02109

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.

7
John Geringer, financial advisor Highlands Ranch CO
John H. Geringer
CRD#: 4285132
4517 Whitehall Lane, Highlands Ranch, CO 80126

John Geringer (CRD# 4285132) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Highlands Ranch, CO and has over 23 years of experience in the finance industry.

8
Michael Halloran, financial advisor Boston MA
Michael A. Halloran
CRD#: 5074100
53 State Street, 23rd Floor, Boston, MA 02109

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.

9
Michael Howard-Johnson, financial advisor Boston MA
Michael D. Howard-Johnson
CRD#: 6793795
53 State Street, 23rd Floor, Boston, MA 02109

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.

10
David Perlin, financial advisor Boston MA
David E. Perlin
CRD#: 1301100
53 State Street, 23rd Floor, Boston, MA 02109

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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