AUMdb
CM

Christopher Matthew Cole

CRD 5819179 Certified Financial Planner

Firms

FirmRoleAs of
Shepherd Kaplan Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗