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Robert Mark Shepherd

Managing Member, Chief Executive Officer And Chief Compliance OfficerShepherd Financial Partners, LLCCRD 1844029

About Robert Mark Shepherd

Robert Mark Shepherd is listed as Managing Member, Chief Executive Officer And Chief Compliance Officer at Shepherd Financial Partners, LLC in Winchester, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Shepherd Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Mark Shepherd work?

Robert Mark Shepherd is listed as Managing Member, Chief Executive Officer And Chief Compliance Officer at Shepherd Financial Partners, LLC on SEC Form ADV.

How much of Shepherd Financial Partners, LLC does Robert Mark Shepherd own?

Form ADV reports a beneficial ownership band of Over 75%.

Shepherd Financial Partners, LLC

TitleManaging Member, Chief Executive Officer And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2015
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