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Thomas William Shepherd

INVESTMENT PARTNERS ASSET MANAGEMENT·METUCHEN, New Jersey
SIE, Series 7, Series 7TO, Series 63, Series 65, Series 66Clean record18 years registeredINVESTMENT PARTNERS ASSET MANAGEMENT
10 STATION PLACE, METUCHEN, NJ 08840CRD# 4512250Firm CRD# 121812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas William Shepherd · METUCHEN, NJ
Registration
CRD #4512250 · INVESTMENT PARTNERS ASSET MANAGEMENT · 18 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT PARTNERS ASSET MANAGEMENT
Jun 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 65
Series 66
Registration record
First registered · June 23, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT PARTNERS ASSET MANAGEMENT
CRD 121812 · SEC 801-61906
AUM
$225M
Regulatory assets under management
Employees
5
491 client accounts
Services offered by INVESTMENT PARTNERS ASSET MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTMENT PARTNERS ASSET MANAGEMENT →
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05

Frequently Asked Questions

What services does Thomas William Shepherd offer?
Thomas William Shepherd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METUCHEN, New Jersey for a consultation.
What are Thomas William Shepherd's credentials?
Thomas William Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Shepherd located?
Thomas William Shepherd is based in METUCHEN, New Jersey, working with INVESTMENT PARTNERS ASSET MANAGEMENT. Their office serves clients in the METUCHEN metropolitan area and surrounding communities.
How does Thomas William Shepherd charge for services?
Thomas William Shepherd's firm is compensated through percentage of aum, hourly charges, subscription fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PARTNERS ASSET MANAGEMENT?
INVESTMENT PARTNERS ASSET MANAGEMENT has approximately 5 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTMENT PARTNERS ASSET MANAGEMENT

Frank James Abella
METUCHEN, NJ
Gregg Thomas Abella
METUCHEN, NJ
Frank James Abella
METUCHEN, NJ

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