Joseph A Armisto
Investment adviser representative at Shepherd Kaplan LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Shepherd Kaplan LLCSep 2020 to now
- Pointe44 Advisors LLCJun 2019 to now
- Goldman Sacs & Co LLCJan 2019 to Jun 2019
- The Ayco Company, L.p./mercer AlliedJul 2017 to Jan 2019
- The Ayco Company, L.p./goldman SachsJun 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shepherd Kaplan LLC
$10.2BAssets managed
0Clients
14Advisers
22 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
- 6063682
- Firm CRD
- 128244