Barry M Shapiro
Investment adviser representative at Strategic Blueprint, LLC
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Blueprint, LLCJul 2025 to now
- The Strategic Financial Alliance, Inc.Jul 2025 to now
- Bshapiro FinancialJan 2011 to now
- Commonwealth Financial NetworkJan 2011 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2218662
- Firm CRD
- 284840