STEPHEN A. SHEPHERD is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-20 | 2025-03-31 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2019-05-07 | 2020-03-19 | — |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 2018-06-17 | 2019-04-29 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2017-12-22 | 2018-06-29 | — |
| LPL FINANCIAL LLC | 2015-10-21 | 2017-11-29 | — |
| USAA FINANCIAL PLANNING SERVICES | 2015-03-02 | 2015-10-29 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2009-09-24 | 2014-12-18 | — |
| OPPENHEIMER & CO. INC. | 2005-12-15 | 2009-09-30 | — |