SHEPARD ALAN BUCKMAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 8 firms. Currently registered with ROSSBY FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROSSBY FINANCIAL, LLC | 2026-01-07 | present | Yes |
| SEQUENCE WEALTH MANAGEMENT, LLC | 2023-08-23 | 2026-05-08 | — |
| EQUITAS CAPITAL ADVISORS,LLC | 2020-04-09 | 2023-08-22 | — |
| UNITED BROKERAGE SERVICES, INC | 2018-08-16 | 2019-03-08 | — |
| UBS FINANCIAL SERVICES INC. | 2008-11-18 | 2018-08-22 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2008-11-24 | — |
| MORGAN STANLEY DW INC. | 2002-07-12 | 2007-04-02 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2001-01-17 | 2002-07-19 | — |