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Alan Mark Schapire

CONVERGENT FINANCIAL STRATEGIES LLC·PLYMOUTH MEETING, Pennsylvania
Unclaimed Profile
600 W GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462CRD# 4523953Firm CRD# 158192
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONVERGENT FINANCIAL STRATEGIES LLC
CONVERGENT FINANCIAL STRATEGIES LLC
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONVERGENT FINANCIAL STRATEGIES LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4523953
Firm CRD# 158192
No disclosures on file
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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Other advisors in PLYMOUTH MEETING
Michael Theodore Piotrowicz — LEGACY ADVISORS, LLCJason T Braun — LEGACY ADVISORS, LLCFrank John Ferro — CENTERSQUARE INVESTMENT MANAGEMENT LLCDavid Lawrence Rabin — CENTERSQUARE INVESTMENT MANAGEMENT LLCJames Walter Mccallister — LEGACY ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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