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Matthew David Tendler

Shepherd Financial Investment Advisory LLC

Wilmington, DE

Carmel, IN

CRD 6901139

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Employer firm

Shepherd Financial Investment Advisory LLC CRD 288623

$6.18B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Shepherd Financial Investment Advisory Llc

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-20
  • PA RA
    APPROVED
    Since 2024-09-20

Branch Locations

5807 Kennett Pike, Wilmington, DE 19807 • United States

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • 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
Bcm Wealth Management Wilmington DE 02/2013 Present
Bcm Wealth Management Wilmington DE 01/2018 Present
Neumann University Aston PA 10/2015 08/2017
Goalie Doctor, Llc Aston PA 06/2012 Present
Biddle Capital Management Wilmington DE 02/2013 Present
Shepherd Financial Investment Advisory Llc Wilmington DE 02/2013 Present
  • 02/2013 → Present
    Bcm Wealth Management
    Wilmington, DE
  • 01/2018 → Present
    Bcm Wealth Management
    Wilmington, DE
  • 10/2015 → 08/2017
    Neumann University
    Aston, PA
  • 06/2012 → Present
    Goalie Doctor, Llc
    Aston, PA
  • 02/2013 → Present
    Biddle Capital Management
    Wilmington, DE
  • 02/2013 → Present
    Shepherd Financial Investment Advisory Llc
    Wilmington, DE
Previous Registrations
  • 2018-01-18 → 2025-10-21
    Bcm Wealth Management
    Wilmington, DE
    Wilmington, DE
Other Businesses

Goalie Doctor, LLC, Aston, PA, Hockey Coach, since 06/2012; not investment related, no time spend during security trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-05
  • S65 Uniform Investment Adviser Law Examination
    2017-10-05
Other Names
  • Matt David Tendler

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

More in Wilmington, DE

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