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Steven Michael Wylam

Elected Manager And Chief Compliance OfficerShepherd Financial Investment Advisory LLCCRD 1740693

About Steven Michael Wylam

Steven Michael Wylam is listed as Elected Manager And Chief Compliance Officer at Shepherd Financial Investment Advisory LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Shepherd Financial Investment Advisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Michael Wylam work?

Steven Michael Wylam is listed as Elected Manager And Chief Compliance Officer at Shepherd Financial Investment Advisory LLC on SEC Form ADV.

How much of Shepherd Financial Investment Advisory LLC does Steven Michael Wylam own?

Form ADV reports a beneficial ownership band of Under 5%.

Shepherd Financial Investment Advisory LLC

TitleElected Manager And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
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