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SHAPIRO FINANCIAL SECURITY GROUP, INC.

CRD 120801 · SEC 801-121063

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1 BETHANY ROAD, BUILDING 6, SUITE 90, HAZLET, NJ, 07730, United States

Phone

732-739-8991

Fax

732-739-8667

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.6M

Discretionary AUM

$140.6M

Team

5 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals137$152.6M

States served

NJ, NY, FL

All web addresses on file

Official SEC filing: View on IAPD