Unclaimed Profile

Andrew Michael Shepard

NEW WORLD ADVISORS LLC·HINGHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65, Series 66, Series 82, Series 82TOClean record14 years registeredNEW WORLD ADVISORS LLC

350 LINCOLN STREET, HINGHAM, MA 02043CRD# 5432858Firm CRD# 296798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Michael Shepard · HINGHAM, MA

Registration

CRD #5432858 · NEW WORLD ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW WORLD ADVISORS LLC

NEW WORLD ADVISORS LLC

Jun 2018 – Jul 2019

HINGHAM, MA

RINET COMPANY, LLC

Jan 2012 – Dec 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Series 82

Series 82TO

Registration record

First registered · January 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW WORLD ADVISORS LLC

CRD 296798 · SEC 801-113314

AUM

$549M

Regulatory assets under management

Employees

390 client accounts

Services offered by NEW WORLD ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW WORLD ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Michael Shepard offer?

Andrew Michael Shepard specializes in Financial Planning, Investment Management, Wealth Management.

What are Andrew Michael Shepard's credentials?

Andrew Michael Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Michael Shepard located?

Andrew Michael Shepard is based in HINGHAM, Massachusetts, last registered with NEW WORLD ADVISORS LLC.

How does Andrew Michael Shepard charge for services?

Andrew Michael Shepard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW WORLD ADVISORS LLC?

NEW WORLD ADVISORS LLC has approximately 5 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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