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SHAPIRO FINANCIAL SECURITY GROUP, INC.

HAZLET, NJ · CRD 120801 · IAPD ↗ · shapirofsg.com · 732-739-8991

$152.6MRegulatory AUM
2Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — SHAPIRO FINANCIAL SECURITY GROUP, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2024 — SHAPIRO FINANCIAL SECURITY GROUP, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.