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Thomas Eugene Shepherd

Bluedoor Private Wealth, LLC

Beverly, MA

West Hartford, CT

CRD 5289856

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Employer firm

Bluedoor Private Wealth, LLC CRD 301907

$337M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Bluedoor Private Wealth, Llc

50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-16
  • CT RA
    APPROVED
    Since 2026-04-16

Branch Locations

50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States

West Hartford, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Investment Management Service West Hartford CT 06/2015 04/2022
Prudential Insurance Company Of America West Hartford CT 06/2015 04/2022
Empower Financial Services, Inc West Hartford CT 04/2022 10/2024
Mml Investors Services, Llc West Hartford CT 01/2025 09/2025
Massmutual Life Insurance Company West Hartford CT 01/2025 09/2025
Bluedoor Private Wealth, Llc Beverly MA 04/2026 Present
Retired West Hartford CT 09/2025 04/2026
  • 06/2015 → 04/2022
    Prudential Investment Management Service
    West Hartford, CT
  • 06/2015 → 04/2022
    Prudential Insurance Company Of America
    West Hartford, CT
  • 04/2022 → 10/2024
    Empower Financial Services, Inc
    West Hartford, CT
  • 01/2025 → 09/2025
    West Hartford, CT
  • 01/2025 → 09/2025
    Massmutual Life Insurance Company
    West Hartford, CT
  • 04/2026 → Present
    Beverly, MA
  • 09/2025 → 04/2026
    Retired
    West Hartford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-19
S63 Uniform Securities Agent State Law Examination 2007-04-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-19
  • S63 Uniform Securities Agent State Law Examination
    2007-04-02

View on SEC IAPD

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