Adam Reed Shepherd
Investment adviser representative at Stephens
13 yearsExperience
2 statesRegistered in
$18BFirm assets
46 yearsFirm in business
Are you Adam Reed Shepherd? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Stephens Inc.Aug 2023 to now
- Harvard UniversityAug 2019 to May 2023
- Valet Resource GroupDec 2018 to Jul 2019
- UnemployedMay 2018 to Dec 2018
- EducationAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 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
- 7797369
- Firm CRD
- 3496