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Bradley Matthew Shepherd

FOUNDERS FINANCIAL SECURITIES, LLC·TOWSON, Maryland
Unclaimed Profile
1026 CROMWELL BRIDGE ROAD, TOWSON, MD 21286CRD# 2303045Firm CRD# 137945
01

About

Bradley Matthew Shepherd is a registered financial advisor based in TOWSON, Maryland, affiliated with FOUNDERS FINANCIAL SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNDERS FINANCIAL SECURITIES, LLC
FOUNDERS FINANCIAL SECURITIES, LLC
AUM
$2.9B
Regulatory assets under management
Employees
137
Total firm employees
View all advisors at FOUNDERS FINANCIAL SECURITIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 2303045
Firm CRD# 137945
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley Matthew Shepherd offer?
Bradley Matthew Shepherd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOWSON, Maryland for a consultation.
What are Bradley Matthew Shepherd's credentials?
Bradley Matthew Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Matthew Shepherd located?
Bradley Matthew Shepherd is based in TOWSON, Maryland, working with FOUNDERS FINANCIAL SECURITIES, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Bradley Matthew Shepherd charge for services?
Bradley Matthew Shepherd's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDERS FINANCIAL SECURITIES, LLC?
FOUNDERS FINANCIAL SECURITIES, LLC has approximately 137 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William Michael Leeb — FINANCIAL COUNCIL, LLCLaura Mary Carr — WMS PARTNERS, LLCGregory Nmn Plechner — GREENSPRING ADVISORS, LLCAndrew Lewis John — CALVERT STREET CAPITAL PARTNERS, INC.Laura Lynn Shanholtz — ROTHSCHILD CAPITAL PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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