Garrett Wade Smith
Investment adviser representative at Shepherd Financial Investment Advisory LLC
10 yearsExperience
1 stateRegistered in
$6.2BFirm assets
8 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Private Client Services, LLCSep 2026 to now
- Shepherd Financial Investment Advisory LLCMar 2018 to now
- Lincoln InvestmentJan 2018 to Sep 2026
- Parkland Securities CompanyFeb 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 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
- 6103211
- Firm CRD
- 288623