Taylor Reed Wedmore
Investment adviser representative at Shepherd Financial Investment Advisory LLC
10 yearsExperience
1 stateRegistered in
$6.2BFirm assets
8 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 assetsFixed 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
10 years in the industry.
- Shepherd Financial Investment Advisory LLCJan 2025 to now
- Shepherd FinancialJan 2025 to now
- Tilia Fiduciary Partners, Inc.Jun 2023 to Dec 2024
- Pender County Public SchoolsAug 2021 to Jun 2023
- Harford County Public SchoolsAug 2020 to Jun 2021
- Ben's Autoglass & UpholsteryApr 2020 to Jun 2020
- American Eagle OutfittersJun 2019 to Nov 2019
- Maryland Deli ProvisionsMar 2019 to May 2019
- Baltimore County Public SchoolsJan 2019 to Jun 2020
- Towson UniversityJan 2018 to May 2020
- StarbucksJan 2018 to Sep 2018
- StarbucksSep 2017 to Dec 2017
- Camp SaginawJun 2017 to Jul 2017
- Lebanon Valley CollegeAug 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 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
- 7978057
- Firm CRD
- 288623