Steven Michael Wylam
Executive Partner, Chief Compliance Officer, Chief Operating OfficerShepherd Financial Investment Advisory LLCCRD 1740693
About Steven Michael Wylam
Steven Michael Wylam is listed as Executive Partner, Chief Compliance Officer, Chief Operating Officer 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 Steven Michael Wylam work?
Steven Michael Wylam is listed as Executive Partner, Chief Compliance Officer, Chief Operating Officer at Shepherd Financial Investment Advisory LLC on SEC Form ADV.
How much of Shepherd Financial Investment Advisory LLC does Steven Michael Wylam own?
Form ADV reports a beneficial ownership band of Under 5%.
Shepherd Financial Investment Advisory LLC
| Title | Executive Partner, Chief Compliance Officer, Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |