Alex James Sylvester
Executive Partner, Institutional AdvisingShepherd Financial Investment Advisory LLCCRD 6036870
About Alex James Sylvester
Alex James Sylvester is listed as Executive Partner, Institutional Advising at Shepherd Financial Investment Advisory LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Shepherd Financial Investment Advisory LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alex James Sylvester work?
Alex James Sylvester is listed as Executive Partner, Institutional Advising at Shepherd Financial Investment Advisory LLC on SEC Form ADV.
How much of Shepherd Financial Investment Advisory LLC does Alex James Sylvester own?
Form ADV reports a beneficial ownership band of Under 5%.
Shepherd Financial Investment Advisory LLC
| Title | Executive Partner, Institutional Advising |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |