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Colleen Shapiro

SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, Delaware
Clean recordSPEARHEAD ADMINISTRATIVE SERVICES, LLC
3828 KENNETT PIKE, GREENVILLE, DE 19807CRD# 6013658Firm CRD# 319289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Shapiro · GREENVILLE, DE
Registration
CRD #6013658 · SPEARHEAD ADMINISTRATIVE SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colleen Shapiro is a registered financial advisor based in GREENVILLE, Delaware, affiliated with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6013658
Firm CRD# 319289
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colleen Shapiro offer?
Colleen Shapiro specializes in Retirement Planning, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Colleen Shapiro's credentials?
Colleen Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Shapiro located?
Colleen Shapiro is based in GREENVILLE, Delaware, working with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Colleen Shapiro charge for services?
Colleen Shapiro's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPEARHEAD ADMINISTRATIVE SERVICES, LLC?
SPEARHEAD ADMINISTRATIVE SERVICES, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Tracey Anne Walters
GREENVILLE, DE
Alyson Renee Kest
GREENVILLE, DE
Gary L Shapiro
GREENVILLE, DE
Jarrett Todd Bostwick
GREENVILLE, DE
Kenneth Eugene Foley
GREENVILLE, DE
Patrick Edward Walsh
GREENVILLE, DE

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Nearby cities in Delaware
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Research
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