Unclaimed Profile

Alan Mark Schapire

CONVERGENT FINANCIAL STRATEGIES LLC·PLYMOUTH MEETING, Pennsylvania

Clean recordCONVERGENT FINANCIAL STRATEGIES LLC

600 W GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462CRD# 4523953Firm CRD# 158192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Mark Schapire · PLYMOUTH MEETING, PA

Registration

CRD #4523953 · CONVERGENT FINANCIAL STRATEGIES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alan Mark Schapire is a registered financial advisor based in PLYMOUTH MEETING, Pennsylvania, affiliated with CONVERGENT FINANCIAL STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONVERGENT FINANCIAL STRATEGIES LLC

AUM

$178M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONVERGENT FINANCIAL STRATEGIES LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4523953

Firm CRD# 158192

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Mark Schapire offer?

Alan Mark Schapire specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.

What are Alan Mark Schapire's credentials?

Alan Mark Schapire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Mark Schapire located?

Alan Mark Schapire is based in PLYMOUTH MEETING, Pennsylvania, working with CONVERGENT FINANCIAL STRATEGIES LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.

How does Alan Mark Schapire charge for services?

Alan Mark Schapire's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENT FINANCIAL STRATEGIES LLC?

CONVERGENT FINANCIAL STRATEGIES LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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