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Kenneth J Shepard

MANAGED ACCOUNT ADVISORS LLC·JERSEY CITY, New Jersey
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101 HUDSON STREET, JERSEY CITY, NJ 07302CRD# 7626681Firm CRD# 142558
01

About

Kenneth J Shepard is a registered financial advisor based in JERSEY CITY, New Jersey, affiliated with MANAGED ACCOUNT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MANAGED ACCOUNT ADVISORS LLC
MANAGED ACCOUNT ADVISORS LLC
AUM
$691.9B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at MANAGED ACCOUNT ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7626681
Firm CRD# 142558
16 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth J Shepard offer?
Kenneth J Shepard specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JERSEY CITY, New Jersey for a consultation.
What are Kenneth J Shepard's credentials?
Kenneth J Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth J Shepard located?
Kenneth J Shepard is based in JERSEY CITY, New Jersey, working with MANAGED ACCOUNT ADVISORS LLC. Their office serves clients in the JERSEY CITY metropolitan area and surrounding communities.
How does Kenneth J Shepard charge for services?
Kenneth J Shepard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANAGED ACCOUNT ADVISORS LLC?
MANAGED ACCOUNT ADVISORS LLC has approximately 61 employees and manages $691.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JERSEY CITY
Blakely Chapman Page — GLOVISTA INVESTMENTS ASSET MANAGEMENT LLCAtif Mahmood — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCChristopher J Matta — CRESCENT CRYPTO MANAGER LLCAntony E Ghee — MANAGED ACCOUNT ADVISORS LLCChristopher Thomas Schaper — ALPHACAT CAPITAL INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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