Unclaimed Profile

Brian George Davies

SHEPHERD FINANCIAL PARTNERS, LLC·WINCHESTER, Massachusetts

SIE, Series 7, Series 63CFAClean record7 years registeredSHEPHERD FINANCIAL PARTNERS, LLC

1004 MAIN STREET, WINCHESTER, MA 01890CRD# 6957563Firm CRD# 169093

Profile Verification

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

Identity

Brian George Davies · WINCHESTER, MA

Registration

CRD #6957563 · SHEPHERD FINANCIAL PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHEPHERD FINANCIAL PARTNERS, LLC

SHEPHERD FINANCIAL PARTNERS, LLC

Aug 2018 – Mar 2025

WINCHESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 23, 2018

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHEPHERD FINANCIAL PARTNERS, LLC

CRD 169093 · SEC 801-106533

AUM

$975M

Regulatory assets under management

Employees

696 client accounts

Services offered by SHEPHERD FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHEPHERD FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian George Davies offer?

Brian George Davies specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian George Davies's credentials?

Brian George Davies holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian George Davies located?

Brian George Davies is based in WINCHESTER, Massachusetts, last registered with SHEPHERD FINANCIAL PARTNERS, LLC.

How does Brian George Davies charge for services?

Brian George Davies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHEPHERD FINANCIAL PARTNERS, LLC?

SHEPHERD FINANCIAL PARTNERS, LLC has approximately 23 employees and manages $975M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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