Thomas Eugene Shepherd
Investment adviser representative at Bluedoor Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
$337.3MFirm assets
1 yearFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- Bluedoor Private Wealth, LLCApr 2026 to now
- RetiredSep 2025 to Apr 2026
- Massmutual Life Insurance CompanyJan 2025 to Sep 2025
- MML Investors Services, LLCJan 2025 to Sep 2025
- Empower Financial Services, IncApr 2022 to Oct 2024
- Prudential Insurance Company of AmericaJun 2015 to Apr 2022
- Prudential Investment Management ServiceJun 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
Bluedoor Private Wealth, LLC
$337.3MAssets managed
137Clients
6Advisers
1 yearIn 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
- 5289856
- Firm CRD
- 301907