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Thomas Eugene Shepherd

Investment Adviser Representative at BLUEDOOR PRIVATE WEALTH, LLC

West Hartford, CTCRD #5289856Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Connecticut
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/19/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 4/2/2007
Series 7
General Securities Representative Examination
Passed 5/10/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/12/2007

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 $5.0 million1.50%
Next $5.0 million1.25%
Next $2.5 million1.15%
Next $2.5 million1.00%
Next $5.0 million0.75%
Next $5.0 million0.60%
Over $20 million0.50%
Source

Bluedoor Private Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUEDOOR PRIVATE WEALTH, LLCCurrent
4/16/2026West Hartford, CT
MML INVESTORS SERVICES, LLC
2/5/20259/5/2025West Hartford, CT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View BLUEDOOR PRIVATE WEALTH, LLC firm profile
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. Thomas Eugene Shepherd 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.

Thomas Eugene Shepherd - Financial Advisor in West Hartford, CT | AdvisorFinder