Logan Financial Planning
47yrs
Top advisor by experience in St. Petersburg
3yrs
Patrick Shepherd
Financial advisor at Corient
Patrick Shepherd is a fiduciary financial advisor in St. Petersburg, Florida, with 3 years in the industry. Patrick joined Corient in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Corient reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office100 2nd Avenue South Suite 701-S, St. Petersburg, FL 33701
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCorientCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Corient at (305) 735-2020 and ask for Patrick Shepherd. Patrick works from the St. Petersburg, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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