Shawn Charles Samperi

Shepherd Kaplan LLC

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Shepherd Kaplan LLC

Compensation

N/A

Firm Size

18 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$9.4B

Fee Structure

Minimum Investment:$20M

Financial Planning:Investment management only

Location

Pipersville, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Shepherd Kaplan LLC

June 2008 - Present · 17 yrs 8 mos

Previous Registrations

Pricewaterhousecoopers Investment Advisers LLC

August 2006 - June 2007 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.