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Shane Michael Bulgerin

Investment Adviser Representative at CORDA INVESTMENT MANAGEMENT, LLC

Houston, TXCRD #4824434Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Shane Michael Bulgerin has worked in the securities industry since 2012. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/27/2012
SIE
Securities Industry Essentials Examination
Passed 11/11/2015
Series 7
General Securities Representative Examination
Passed 3/17/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First tier1.00%
Second tier0.85%
Third tier0.50%
Fourth tier0.25%
Source

Corda Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORDA INVESTMENT MANAGEMENT, LLCCurrent
5/10/2022Houston, TX
CHURCHILL MANAGEMENT GROUP
11/17/20156/10/2020Canyon Lake, TX
AMERIVEST INVESTMENT MANAGEMENT, LLC
1/9/201311/11/2015Auttin, TX
TD AMERITRADE, INC.
1/9/201311/11/2015Austin, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/29/20121/7/2013Austin, TX
CITIGROUP GLOBAL MARKETS INC.
4/9/20083/27/2009San Antonio, TX
AMERIVEST INVESTMENT MANAGEMENT, LLC
8/23/20072/28/2008Austin, TX
TD AMERITRADE, INC.
8/23/20072/28/2008Austin, TX
USAA INVESTMENT MANAGEMENT COMPANY
4/16/20078/13/2007San Antonio, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shane Michael Bulgerin 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.

Shane Michael Bulgerin - Financial Advisor in Houston, TX | AdvisorFinder