Unclaimed Profile

Robert Patrick Shepherd

AVONDALE PARTNERS, LLC·NASHVILLE, Tennessee

SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 63, Series 79TO, Series 99TOClean record19 years registeredAVONDALE PARTNERS, LLC

3102 WEST END AVENUE, NASHVILLE, TN 37203CRD# 1221884Firm CRD# 46838

Profile Verification

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

Identity

Robert Patrick Shepherd · NASHVILLE, TN

Registration

CRD #1221884 · AVONDALE PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVONDALE PARTNERS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

May 2018 – Apr 2019

Nashville, TN

AVONDALE CONQUEST, LLC

Aug 2006 – Nov 2025

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 14

Series 63

Series 79TO

Series 99TO

Registration record

First registered · August 25, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVONDALE PARTNERS, LLC

CRD 46838 · SEC 801-70070

AUM

$1.5B

Regulatory assets under management

Employees

8 client accounts

Services offered by AVONDALE PARTNERS, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at AVONDALE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Patrick Shepherd offer?

Robert Patrick Shepherd specializes in Wealth Management.

What are Robert Patrick Shepherd's credentials?

Robert Patrick Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Patrick Shepherd located?

Robert Patrick Shepherd is based in NASHVILLE, Tennessee, last registered with AVONDALE PARTNERS, LLC.

How does Robert Patrick Shepherd charge for services?

Robert Patrick Shepherd'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 AVONDALE PARTNERS, LLC?

AVONDALE PARTNERS, LLC has approximately 3 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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