Christopher Michael Cogliano
Investment adviser representative at Shepherd Financial Partners, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.4BFirm assets
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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
- Pension consulting
Experience
10 years in the industry.
- Shepherd Financial Partners, LLCJan 2023 to now
- LPL FinancialJan 2023 to now
- U.S. Boston Capital CorporationJan 2017 to Dec 2022
- National Association for Armenian StudiesJun 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Shepherd Financial Partners, LLC
$1.4BAssets managed
767Clients
8Advisers
11 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
- 6493505
- Firm CRD
- 169093