Robert Shapiro
Robert Shapiro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Vero Beach, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life insurance since 2008, dedicating about 10-20% of his time. He also owns Shapiro Certified Public Accountants and Shapiro Financial Group, dedicating full-time hours to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Royal Alliance Associates, INC.Broker
State Registrations17 states
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