AdvisorOS Directory
Claim Profile
BS

Bruce Howard Shapiro

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.·PLAINVIEW, New York
Unclaimed Profile
45 EXECUTIVE DRIVE, PLAINVIEW, NY 11803CRD# 1144650Firm CRD# 126685
01

About

Bruce Howard Shapiro is a registered financial advisor based in PLAINVIEW, New York, affiliated with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
AUM
$463M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1144650
Firm CRD# 126685
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLAINVIEW?

Browse all registered financial advisors in PLAINVIEW, New York or claim this profile if it's yours.

Browse PLAINVIEW AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bruce Howard Shapiro offer?
Bruce Howard Shapiro specializes in Investment Management, Fee-Only Advisory. Contact their office in PLAINVIEW, New York for a consultation.
What are Bruce Howard Shapiro's credentials?
Bruce Howard Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Howard Shapiro located?
Bruce Howard Shapiro is based in PLAINVIEW, New York, working with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. Their office serves clients in the PLAINVIEW metropolitan area and surrounding communities.
How does Bruce Howard Shapiro charge for services?
Bruce Howard Shapiro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.?
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. has approximately 3 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLAINVIEW
Daniel Robert Bystrom — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.Gabriel Michael Gallante — ROCKLINE WEALTH MANAGEMENT LLCShawn Brendan Alcoba — VICTORY SQUARE MANAGEMENT, LLCJohn Joseph Conroy — VICTORY SQUARE MANAGEMENT, LLCKevin Patrick Brennan — VICTORY SQUARE MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile