Shepherd Financial Partners, LLC

CRD 169093 · Winchester, MA · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169093
SEC number: 801-106533
Firm type: RIA
Assets under management: $1.4B as of Mar 27, 2026
Website: x.com/ShepFinPart ↗
Phone: (781) 756-1804
Address: 1004 Main Street, Winchester, MA, 01890

Advisors at this firm

8 in our index · page 1 of 1

Paul Robert BourgeoisCRD 1686471 · Winchester, MA

IA RegisteredBroker
Anthony Joseph CiaramitaroCRD 7205970 · Winchester, MA

IA RegisteredBroker
Christopher Michael CoglianoCRD 6493505 · Winchester, MA

IA RegisteredBroker
Steve Lee KuhlmanCRD 2932993 · Winchester, MA

IA RegisteredBroker
James Robert ListerCRD 5350592 · Winchester, MA

IA RegisteredBroker
Robert Mark ShepherdCRD 1844029 · Winchester, MA

IA RegisteredBroker

Disclosure event(s) on record
Samuel S ShepherdCRD 6618941 · Winchester, MA

IA RegisteredBroker

Disclosure event(s) on record
Steven Francis St. PierreCRD 3154429 · Rye, NH

IA RegisteredBroker

Source & corrections

Where this page comes from

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