Victoria Rubino
Investment adviser representative at Shepherd Kaplan LLC
12 yearsExperience
1 stateRegistered in
$10.2BFirm assets
22 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Shepherd Kaplan LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2018 to now
- JPMorgan Securities LLCJul 2018 to now
- Md3 Media MarketingMar 2018 to Jul 2018
- Mystery LtdJun 2017 to Aug 2017
- The Plantifull Food CompanyMay 2017 to Aug 2017
- Wake Forest University Department of AthleticsAug 2015 to May 2018
- Wake Forest UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
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
- 6986486
- Firm CRD
- 128244