Kenneth
Shapiro

Shapiro Financial Security Group, Inc

CRD#2048726
Investment Advisor
in Hazlet, NJ

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About this Advisor

Kenneth Shapiro is a certified financial planner operating in Hazlet, New Jersey with a total of 21 years of industry experience. Shapiro is an employee of Shapiro Financial Security Group, Inc. They have spent their whole employment at Shapiro Financial Security Group, Inc. Shapiro is approved to work in New Jersey. Shapiro Financial Security Group, Inc is a financial advisory firm operating out of Hazlet, NJ. The firm has a total of six people on staff. It handles $105 million in assets under management between its 525 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely depend on the services provided. Fees charged by Shapiro Financial Security Group, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Bethany Road Bldg. 6, Suite 90
Hazlet, NJ 07730

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Shapiro Financial Security Group, Inc Brokerage Details

Total Assets Under Management

$105,166,000

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

525

NJ Average: 6,978
Average Account Size

$200,316

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Kenneth Shapiro Work History

Kenneth has been registered as a financial advisor for 21 years.*

1982 - Present (42 years)

Kenneth B. Shapiro & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Shapiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shapiro Financial Security Group, Inc

Kenneth Shapiro
Hazlet, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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