Anthony Joseph Ciaramitaro
Investment adviser representative at Shepherd Financial Partners, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
11 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 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
11 years in the industry.
- LPL FinancialJan 2026 to now
- Shepherd Financial Partners, LLCDec 2025 to now
- Charter Oak Capital ManagementNov 2024 to Sep 2025
- Boston Light FinancialMay 2023 to Nov 2024
- Eaton VanceDec 2019 to Apr 2023
- ForresterMay 2018 to Dec 2019
- Saint Anselm CollegeSep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7205970
- Firm CRD
- 169093