Shapiro Financial Security Group, Inc.

Shapiro Financial Security Group, Inc. (CRD# 120801) is a financial advisory firm headquartered in Hazlet, NJ. They manage $90,763,400 in 586 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $154,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

NJ, NY

Financial Advisors at Shapiro Financial Security Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Peter C. Giammarinaro
CRD#: 2143554
1 Bethany Road, Building 6, Suite 90, Hazlet, NJ 07730
96
Wealthminder
score

Peter Giammarinaro (CRD# 2143554) is an Investment Advisor Representative working at Shapiro Financial Security Group, Inc. in Hazlet, NJ and has over 14 years of experience in the finance industry. Peter Giammarinaro 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.

2
James D. Jackson
CRD#: 2559895
1 Bethany Road, Building 6, Suite 90, Hazlet, NJ 07730
96
Wealthminder
score

James Jackson (CRD# 2559895) is an Investment Advisor Representative working at Shapiro Financial Security Group, Inc. in Hazlet, NJ and has over 21 years of experience in the finance industry. James Jackson 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.

3
Herbert C. Geiss
CRD#: 4675432
1 Bethany Road, Building 6, Suite 90, Hazlet, NJ 07730
90
Wealthminder
score

Herbert Geiss (CRD# 4675432) is an Investment Advisor Representative working at Shapiro Financial Security Group, Inc. in Hazlet, NJ and has 1 year of experience in the finance industry. Herbert Geiss 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.

4
Kenneth B. Shapiro
CRD#: 2048726
1 Bethany Road, Bldg. 6, Suite 90, Hazlet, NJ 07730
90
Wealthminder
score

Kenneth Shapiro (CRD# 2048726) is an Investment Advisor Representative working at Shapiro Financial Security Group, Inc. in Hazlet, NJ and has 1 year of experience in the finance industry. Kenneth 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.

5
William C. Stratton
CRD#: 2422541
1 Bethany Road, Building 6, Suite 90, Hazlet, NJ 07730
86
Wealthminder
score

William Stratton (CRD# 2422541) is an Investment Advisor Representative working at Shapiro Financial Security Group, Inc. in Hazlet, NJ and has over 23 years of experience in the finance industry. William Stratton 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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