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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Dudley Shepard is an Investment Advisor Representative at Stonebridge Advisors LLC. Allen has been in the industry since January 2005 and holds a Series 65 license. Allen is registered with the state of Connecticut and has been in that role since June 2005. Stonebridge Advisors LLC is a registered investment advisor firm based in Wilton, Connecticut. The firm specializes in portfolio management for individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
06/23/2005 - Present
Stonebridge Advisors LLC (WILTON CT)
IA
Issued 06/22/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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