Patrick Shepherd
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientDec 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Ci Doyle Private Wealth, LLCNov 2022 to Mar 2023
- Infenergy Solar SolutionsJun 2021 to Oct 2022
- Twru Cpas & Financial AdvisorsJan 2018 to May 2021
- Louisiana State UniversityJan 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7716062
- Firm CRD
- 319448