Devon Jacob Shapiro
Investment adviser representative at Shapiro Financial Security Group, Inc.
9 yearsExperience
1 stateRegistered in
$152.6MFirm assets
5 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
- Seminars and workshops
Experience
9 years in the industry.
- Shapiro Financial Security Group, Inc.Aug 2023 to now
- Atlantic Physical TherapyOct 2023 to Dec 2023
- University of ConnecticutMay 2023 to Aug 2023
- Bloomsburg UniversityJul 2022 to May 2023
- River Front UnitedNov 2021 to May 2022
- King's CollegeAug 2018 to May 2022
- Ortley Beach Beach PatrolJun 2018 to Sep 2019
- Toms River High School NorthSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Shapiro Financial Security Group, Inc.
$152.6MAssets managed
137Clients
2Advisers
5 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
- 7960088
- Firm CRD
- 120801