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Christopher Cogliano

Shepherd Financial Partners, LLC
7 Years of Experience
Winchester, MA
Broker
View SEC Summary
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Christopher Cogliano is a CFA-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 7 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 767 clients with $1.4B in assets under management.

Shepherd Financial Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
767 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.4B

Fee Structure

Planning is included in investment management

Shepherd Financial Partners charges an annual investment management fee based on a percentage of your portfolio. The exact rate varies depending on the size of your portfolio, the complexity of your situation, and the level of financial planning required:

  • Non-wrap fee accounts typically cost up to 1.25% of your portfolio annually.
  • Wrap fee program accounts (which bundle investment management, trade execution, and custody) typically cost up to 1.30% of your portfolio annually.

Fees are calculated and deducted from your account quarterly in advance.

View Full SEC Brochure

Location

1004 Main Street, Winchester, MA, 01890

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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.

Learn about disclosures →
Other Business Activities

Christopher serves as an unpaid trustee for his HOA since 2021. This requires minimal time commitment.

Employment History
Current Registrations
Shepherd Financial Partners, LLC
July 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Pear Tree Partners, LP
July 2021 - January 2023 · 1 yr 6 mos
U. S. Boston Capital CorporationBroker
November 2018 - January 2023 · 4 yrs 2 mos
State Registrations2 states
MATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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