George D. Biddle

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Wilmington, DE 19807

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CRD#: 2288780

Professional summary

George David Biddle Sr., AIF®, who also goes by G. David Biddle, George David Biddle, George David Biddle Sr., is a registered financial advisor currently at SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC located in Wilmington, Delaware.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. George has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G. David Biddle | George David Biddle | George David Biddle Sr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BOARD MEMBER OF ST. ANNE'S SCHOOL AND MEMBER OF THE ENDOWMENT COMMITTEE. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT IS NOMINAL AND WOULD RARELY OCCUR DURING MARKET HOURS. Real Estate holdings and Data Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George David Biddle Sr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 23, 2024 - Present

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Office #1: 5807 Kennett Pike, Wilmington, DE 19807

RIA

CRD#: 288623

Wilmington, DE

Past

December 5, 2005 - August 10, 2009

DANIELS + TANSEY, L.L.P.

RIA

CRD#: 127816

WILMINGTON, DE

Past

March 15, 2002 - July 8, 2002

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

September 25, 1997 - October 21, 2025

BCM WEALTH MANAGEMENT

RIA

CRD#: 122434

WILMINGTON, DE

Past

July 29, 1997 - May 10, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 22, 1996 - July 24, 1997

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

March 16, 1993 - February 5, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

November 24, 1992 - February 23, 1993

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 24, 1992 - February 23, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

CRD#: 288623 / SEC#: 801-112009

RIA

Registered Investment Advisory firm - (11/14/2017 Approved)

Ohio

Registered Investment Advisory firm - (10/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(9/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/1996

General Securities Principal Examination

Current Firm

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

CRD#: 288623 / SEC#: 801-112009

RIA

Registered Investment Advisory firm - (11/14/2017 Approved)

Ohio

Registered Investment Advisory firm - (10/12/2021 Terminated)

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Contact information

Main Address

111 Congressional Blvd., Suite 100, Carmel, IN 46032

Mailing Address

Phone number

(317) 975-5033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC ADV PART 2A (2/18/2025)

SHEPHERD FINANCIAL INVESTMENT ADVISORY WRAP BROCHURE (2/18/2025)

SHEPHERD FINANCIAL ADVISORY PLAN PARTICIPANT BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	2,231
AUM (Assets Under Management)	$ 4,946,760,100

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

George D. Biddle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George David Biddle Sr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIELS + TANSEY, L.L.P.

APW CAPITAL, INC.

BCM WEALTH MANAGEMENT

OSAIC WEALTH, INC.

MARINER FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/1994

Series 63

Date: 12/2/1992

Series 7

Date: 11/19/1992

Series 24

Date: 11/1/1996

Current Firm

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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