Matthew David Tendler
Investment Adviser Representative at Shepherd Financial Investment Advisory LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew David Tendler is an investment adviser representative with Shepherd Financial Investment Advisory LLC in Wilmington, DE, where they have been registered since 2024. They have worked in the securities industry since 2018 and were previously registered with BCM Wealth Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BCM Wealth ManagementFeb 2013 – no end date reportedWilmington, DE
- BCM Wealth ManagementJan 2018 – no end date reportedWilmington, DE
- Neumann UniversityOct 2015 – Aug 2017Aston, PA
- Goalie Doctor, LLCJun 2012 – no end date reportedAston, PA
- Biddle Capital ManagementFeb 2013 – no end date reportedWilmington, DE
- Shepherd Financial Investment Advisory LLCFeb 2013 – no end date reportedWilmington, DE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Shepherd Financial Investment Advisory LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Carmel, IN
- SEC file number:
- 801-112009
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Shepherd Financial Investment Advisory LLC
Showing 12 of 26 in the directory
Similar advisors in Wilmington, DE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew David Tendler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched