Shane M. Bulgerin
Professional summary
Shane Michael Bulgerin, who also goes by Shane M Bulgerin, Shane Bulgerin, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Shane has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shane Michael Bulgerin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2022 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626November 17, 2015 - June 10, 2020
CHURCHILL MANAGEMENT GROUP
January 9, 2013 - November 11, 2015
TD AMERITRADE, INC.
January 9, 2013 - November 11, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 9, 2013 - November 11, 2015
TD AMERITRADE, INC.
August 29, 2012 - January 7, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 8, 2012 - January 7, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 26, 2011 - July 27, 2012
CHASE INVESTMENT SERVICES CORP.
April 17, 2009 - May 3, 2010
FIDELITY BROKERAGE SERVICES LLC
April 9, 2008 - March 27, 2009
CITIGROUP GLOBAL MARKETS INC.
April 9, 2008 - March 27, 2009
CITIGROUP GLOBAL MARKETS INC.
August 24, 2007 - February 28, 2008
TD AMERITRADE, INC.
August 23, 2007 - February 28, 2008
TD AMERITRADE, INC.
August 23, 2007 - February 28, 2008
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
April 16, 2007 - August 13, 2007
USAA INVESTMENT SERVICES COMPANY
March 19, 2007 - August 13, 2007
USAA INVESTMENT SERVICES COMPANY
Primary Firm SEC Registration
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/10/2022)
Exams
Current Firm
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
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