Steven Francis St. Pierre

Employer firm

Shepherd Financial Partners, LLC CRD 169093

$1.38B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Shepherd Financial Partners, Llc

1004 Main Street, Winchester, MA 01890 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-20
FL	RA	APPROVED	2021-12-09
MA	RA	APPROVED	2021-01-26
NH	RA	APPROVED	2017-12-08

TX RA
APPROVED

Since 2022-12-20
FL RA
APPROVED

Since 2021-12-09
MA RA
APPROVED

Since 2021-01-26
NH RA
APPROVED

Since 2017-12-08

Branch Locations

1004 Main Street, Winchester, MA 01890 • United States

Naples, FL • United States

Rye, NH • 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

Organization	City	State	From	To
Lpl Financial Llc	Manchester	NH	07/2007	Present
Shepherd Financial Partners, Llc	Manchester	NH	11/2017	Present

07/2007 → Present

Lpl Financial Llc

Manchester, NH
11/2017 → Present

Shepherd Financial Partners, Llc

Manchester, NH

Previous Registrations

1999-09-27 → 2007-07-05

U.S. Financial Advisors

Manchester, NH

Other Businesses

1. 5/22/2008 - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - SELLING FIXED INSURANCE - TIME SPENT 5%. 2. 12/19/2017 - Shepherd Financial Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/20/2017 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Shepherd Financial Partners LLC., an independent investment advisor firm. I started this business activity in Dec 2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/19/2017 - Shepherd Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2017 - 1 Hour Per Month During Securities Trading. 4. 12/07/2021 - JKZ Realty, LLC - Investment Related - Manchester, NH 03101 - Real Estate Rental - Start Date: 10/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Leased out office. 5. Name of OBA : St. Pierre Financial Services, PLLC; Address of OBA: 89 Cable Road, Rye, NH 03870; Nature: Pass-through tax structure; Investment Related: No; Title with OBA: Managing Member, Owner; Duties: Maintaining corporate entity; Start date: 1999; Approx. Number of Hours/Month: 1; Approx. Number of Hours/Month during trading hours: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-15
S63	Uniform Securities Agent State Law Examination	1998-12-22

S65 Uniform Investment Adviser Law Examination

1999-12-15
S63 Uniform Securities Agent State Law Examination

1998-12-22

Designations

Certified Financial Planner

Other Names

Steven Francis Stpierre

View on SEC IAPD