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Kenneth Bart Shapiro

SHAPIRO FINANCIAL SECURITY GROUP, INC.·HAZLET, New Jersey
Series 2Clean record23 years registeredSHAPIRO FINANCIAL SECURITY GROUP, INC.
1 BETHANY ROAD, HAZLET, NJ 07730CRD# 2048726Firm CRD# 120801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Bart Shapiro · HAZLET, NJ
Registration
CRD #2048726 · SHAPIRO FINANCIAL SECURITY GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

SHAPIRO FINANCIAL SECURITY GROUP, INC.
Oct 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · October 23, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD 120801 · SEC 801-121063
AUM
$122M
Regulatory assets under management
Employees
4
528 client accounts
Services offered by SHAPIRO FINANCIAL SECURITY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SHAPIRO FINANCIAL SECURITY GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Kenneth Bart Shapiro offer?
Kenneth Bart Shapiro specializes in Financial Planning, Investment Management. Contact their office in HAZLET, New Jersey for a consultation.
What are Kenneth Bart Shapiro's credentials?
Kenneth Bart Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Bart Shapiro located?
Kenneth Bart Shapiro is based in HAZLET, New Jersey, working with SHAPIRO FINANCIAL SECURITY GROUP, INC.. Their office serves clients in the HAZLET metropolitan area and surrounding communities.
How does Kenneth Bart Shapiro charge for services?
Kenneth Bart Shapiro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAPIRO FINANCIAL SECURITY GROUP, INC.?
SHAPIRO FINANCIAL SECURITY GROUP, INC. has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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