Martin Shapiro
Martin Shapiro is a registered investment advisor at Creative Financial Designs, INC., based in Travelers Rest, SC, with 44 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
Travelers Rest, SC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2012Other Business ActivitiesSells Insurance
Martin is an insurance agent since 2008. He is also an Investment Advisor Representative (IAR) at Creative Financial Designs Inc and the direct owner of Magic by Marty since 2008.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
H. Beck, INC.Broker
Penn Mutual Equity Services, INC.Broker
Pebsco Securities CORP.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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