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Patrick James Sheppard

PYRAMIS GLOBAL ADVISORS, LLC·SMITHFIELD, Rhode Island
SIE, Series 7, Series 24, Series 66Clean record17 years registeredPYRAMIS GLOBAL ADVISORS, LLC
900 SALEM STREET, SMITHFIELD, RI 02917CRD# 1779929Firm CRD# 133196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Sheppard · SMITHFIELD, RI
Registration
CRD #1779929 · PYRAMIS GLOBAL ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ATLANTIC RETIREMENT & WEALTH ADVISORS LLC
Oct 2015 – present
WILLIAM BLAIR & COMPANY L.L.C.
Jun 2009 – Dec 2009
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · June 23, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIAM LLC
CRD 133196 · SEC 801-63658
AUM
$219.2B
Regulatory assets under management
Employees
168
605 client accounts
Services offered by FIAM LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at FIAM LLC →
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05

Frequently Asked Questions

What services does Patrick James Sheppard offer?
Patrick James Sheppard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SMITHFIELD, Rhode Island for a consultation.
What are Patrick James Sheppard's credentials?
Patrick James Sheppard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Sheppard located?
Patrick James Sheppard is based in SMITHFIELD, Rhode Island, working with PYRAMIS GLOBAL ADVISORS, LLC. Their office serves clients in the SMITHFIELD metropolitan area and surrounding communities.
How does Patrick James Sheppard charge for services?
Patrick James Sheppard's firm is compensated through percentage of aum, performance-based fees, other: administration fees. percentage of revenue from affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PYRAMIS GLOBAL ADVISORS, LLC?
PYRAMIS GLOBAL ADVISORS, LLC has approximately 168 employees and manages $219.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PYRAMIS GLOBAL ADVISORS, LLC

Christian Girard Pariseault
SMITHFIELD, RI
Matthew (nmn) Depiero
SMITHFIELD, RI
Casey Moore Condron
SMITHFIELD, RI
James Shelton Carroll
SMITHFIELD, RI
John Bernard Mcginty Jr
SMITHFIELD, RI

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Research
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