Shepherd Kaplan LLC

Firm record

As recorded in SEC IAPD

Firm CRD

128244

SEC number

801-62349

Firm type

RIA

Assets under management

$10.2B as of Mar 31, 2026

Website

www.linkedin.com/COMPANY/SHEPHERD-KAPLAN-KROCHUK ↗

Phone

617-896-1600

Address

53 State Street, Boston, MA, 02109-2820

Advisors at this firm

13 in our index · page 1 of 1

• Joseph A ArmistoCRD 6063682 · Brewster, NY
  IA RegisteredRegistration inactive
• Jennifer Marie CharobeeCRD 6415132 · Oakland Park, FL
  IA RegisteredRegistration inactive
• Christopher Matthew ColeCRD 5819179 · Boston, MA
  IA Registered
• Eric Andrew ColleaCRD 6844743 · Boston, MA
  IA Registered
• Madison Jane DesantisCRD 7317044 · Boston, MA
  IA Registered
• Sean Robert FlahertyCRD 6085932 · Boston, MA
  IA Registered
• Kevin Michael FlanneryCRD 6844926 · Boston, MA
  IA Registered
• John Henry GeringerCRD 4285132 · Highlands Ranch, CO
  IA Registered
• Michael Deforest Howard-JohnsonCRD 6793795 · Boston, MA
  IA RegisteredRegistration inactive
• David Evan PerlinCRD 1301100 · Washington, DC
  IA RegisteredRegistration inactive
• Paul Joseph RobertsCRD 4404408 · Boston, MA
  IA RegisteredRegistration inactive
• Victoria RubinoCRD 6986486 · Boston, MA
  IA RegisteredRegistration inactive
• Shawn Charles SamperiCRD 1880062 · Pipersville, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.