SM
Steven Michael Wylam
CRD 1740693
Firms
| Firm | Role | As of |
|---|---|---|
| Lincoln Investment Planning, Llc | Registered representative | 07/20/2026 |
| Capital Analysts, Llc | Registered representative | 07/20/2026 |
| Shepherd Financial Investment Advisory Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shepherd Financial Investment Advisory Llc
Elected Manager And Chief Compliance Officer · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗