Shane Michael Bulgerin

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2020
  Churchill Management
  Los Angeles, CA
• 06/2020 → 04/2022
  Unemployed
  Canyon Lake, TX
• 04/2022 → Present
  Corda Investment Management, Llc
  Houston, TX

Previous Registrations

• 2015-11-17 → 2020-06-10
  Churchill Management Group
  Canyon Lake, TX
• 2013-01-09 → 2015-11-11
  Td Ameritrade, Inc.
  Austin, TX
• 2013-01-09 → 2015-11-11
  Td Ameritrade Investment Management, Llc
  Auttin, TX
• 2012-08-29 → 2013-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX
  Austin, TX
• 2008-04-09 → 2009-03-27
  Citigroup Global Markets Inc.
  Jacksonville, FL
• 2007-08-23 → 2008-02-28
  Td Ameritrade, Inc.
  Austin, TX
• 2007-08-23 → 2008-02-28
  Td Ameritrade Investment Management, Llc
  Austin, TX
• 2007-04-16 → 2007-08-13
  Usaa Investment Services Company
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-08-27

Other Names

• Shane Bulgerin
• Shane M Bulgerin