Shapiro, Barbara

Shapiro, Barbara (CRD# 133327) is a financial advisory firm headquartered in Dedham, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Shapiro, Barbara
Showing 1 - 1 of 1 top financial advisors.
Barbara Shapiro
CRD#: 2163223
333 Elm St, Dedham, MA 02026

Barbara Shapiro (CRD# 2163223) is an Investment Advisor Representative working at Shapiro, Barbara in Dedham, MA and has over 26 years of experience in the finance industry. Barbara Shapiro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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