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 11 - 15 of 15 top financial advisors.
11
Paul Roberts, financial advisor Boston MA
Paul J. Roberts
CRD#: 4404408
53 State Street, 23rd Floor, Boston, MA 02109

Paul Roberts (CRD# 4404408) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 22 years of experience in the finance industry.

12
Shawn Samperi, financial advisor Pipersville PA
Shawn C. Samperi
CRD#: 1880062
Pipersville, PA

Shawn Samperi (CRD# 1880062) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Pipersville, PA and has over 35 years of experience in the finance industry.

13
Jennifer Stickney, financial advisor Boston MA
Jennifer M. Stickney
CRD#: 6415132
53 State Street, 23rd Floor, Boston, MA 02109

Jennifer Stickney (CRD# 6415132) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 8 years of experience in the finance industry.

14
Thomas Fallon, financial advisor Boston MA
Thomas P. Fallon
CRD#: 6696426
53 State Street, 23rd Floor, Boston, MA 02109

Thomas Fallon (CRD# 6696426) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 7 years of experience in the finance industry.

15
Kevin Flannery, financial advisor Boston MA
Kevin M. Flannery
CRD#: 6844926
53 State Street, 23rd Floor, Boston, MA 02109

Kevin Flannery (CRD# 6844926) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 5 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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