Madison Jane Desantis
Investment adviser representative at Shepherd Kaplan LLC
14 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
14 years in the industry.
- Shepherd Kaplan LLCMay 2025 to now
- Shepherd Kaplan Krochuk LLCJul 2021 to now
- Northwestern MutualDec 2020 to May 2021
- Roger Williams UniversityDec 2017 to Dec 2021
- Lee Middle & High SchoolDec 2012 to Dec 2017
Exams passed
- 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
- 7317044
- Firm CRD
- 128244