Tyler Joseph Gilden
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 LLCFeb 2026 to now
- Shepherd FinancialSep 2024 to now
- Bcm Wealth ManagementFeb 2021 to Sep 2024
- Pcs RetirementSep 2020 to Feb 2021
- Coastal Carolina UniversityAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 8003764
- Firm CRD
- 288623