Steven Paul Copeland
Investment adviser representative at Shfp, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$88.9MFirm assets
Are you Steven Paul Copeland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Shfp, LLCJun 2021 to now
- Safe Harbor Financial PlanningFeb 2003 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shfp, LLC
$88.9MAssets managed
25Clients
1Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4689211
- Firm CRD
- 171571