Unclaimed Profile

Alan Mark Schapire

CONVERGENT FINANCIAL STRATEGIES LLC·PLYMOUTH MEETING, Pennsylvania

Clean record18 years registeredCONVERGENT 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 · 18 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Feb 2023 – Nov 2024

PLYMOUTH MEETING, PA

CONVERGENT FINANCIAL STRATEGIES LLC

Nov 2011 – Feb 2023

PLYMOUTH MEETING, PA

ADVICEOVERWEB

Nov 2007 – Dec 2008

WILMINGTON, DE

Registrations & Exams

Registration record

First registered · November 16, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENT FINANCIAL STRATEGIES LLC

CRD 158192 · SEC 801-120676

AUM

$178M

Regulatory assets under management

Employees

385 client accounts

Services offered by CONVERGENT FINANCIAL STRATEGIES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONVERGENT FINANCIAL STRATEGIES LLC →

Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLYMOUTH MEETING?

Browse all registered financial advisors in PLYMOUTH MEETING, Pennsylvania or claim this profile if it's yours.

Browse PLYMOUTH MEETING Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →