Joel Barry Shapiro
Investment adviser representative at Wealthspire Retirement Advisory
20 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Kestra Investment Services, LLC.Jul 2014 to now
- Flexpath StrategiesJan 2015 to May 2023
- Nfp Retirement, Inc.Feb 2006 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 5104448
- Firm CRD
- 121254