BS
BS

Barry M Shapiro

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

100 Jericho Quadrangle, Suite 335, Jericho, NY, 11753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry is a fixed insurance sales agent and 100% owner of BShapiro Financial Inc. Both activities are investment-related.

Employment History
Current Registrations
Strategic Blueprint, LLC
August 2025 - Present · 6 mos
The Strategic Financial Alliance, INC.Broker
August 2025 - Present · 6 mos
Previous Registrations
Commonwealth Financial Network
June 2021 - August 2025 · 4 yrs 2 mos
Commonwealth Financial NetworkBroker
January 2011 - August 2025 · 14 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
April 2007 - February 2011 · 3 yrs 10 mos
Metlife Securities INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
May 2000 - April 2007 · 6 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
May 1992 - June 2000 · 8 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
May 1992 - June 2000 · 8 yrs 1 mo
State Registrations10 states
CACTFLGAMAMINJNYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barry M Shapiro - Financial Advisor | TrueAdvisor