# STEPHEN A. SHEPHERD

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-07-20 | 2025-03-31 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2019-05-07 | 2020-03-19 | — |
| [NATIONWIDE INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/142373) | 2018-06-17 | 2019-04-29 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2017-12-22 | 2018-06-29 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-10-21 | 2017-11-29 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2015-03-02 | 2015-10-29 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2009-09-24 | 2014-12-18 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2005-12-15 | 2009-09-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2086695)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2086695.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.