HD

Heather A. Desjardins

SHEPHERDS OF CAPITAL
Clearwater, FL 33755
Some features on this profile are disabled
CRD#: 4949261
HD

Professional summary


Heather Ann Desjardins, who also goes by Heather Ann Cerrone, Heather Desjardins, Heather Ann Desjardins, is a registered financial advisor currently at SHEPHERDS OF CAPITAL located in Clearwater, Florida.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Heather has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Heather Ann Cerrone | Heather Desjardins | Heather Ann Desjardins

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Heather Ann Desjardins's 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®
None

Experience


Current

February 12, 2026 - Present

SHEPHERDS OF CAPITAL

Office #1: 600 Cleveland St. Suite 391, Clearwater, FL 33755
RIA
CRD#: 339703
Clearwater, FL
Past

June 29, 2005 - May 30, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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
Florida
(2/12/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SO
SHEPHERDS OF CAPITAL
SHEPHERDS OF CAPITAL | SHEPHERDS OF CAPITAL, LLC

CRD#: 339703 / SEC#:

Florida
Registered Investment Advisory firm - (2/12/2026 Approved)
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Contact information


Main Address
600 Cleveland St. Suite 391, Clearwater, FL 33755
Mailing Address
600 Cleveland St. Suite 391, Clearwater, FL 33755
Phone number
(727) 238-7433
Established
Firm type
Fiscal year end
# of Employees
1

Red Flags


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Company Information


SHEPHERDS OF CAPITAL

CRD#: 339703Clearwater, FL 33755

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