BS
Barry M. Shapiro
STRATEGIC BLUEPRINT
Jericho, NY 11753
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CRD#: 2218662
BS
Professional summary
Barry M Shapiro, AIF®, who also goes by Barry Marcus Shapiro, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Jericho, New York and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Jericho, New York.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Barry has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barry Marcus Shapiro
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIXED INSURANCE SALES-AGENT,AT THE BRANCH LOCATION,INVESTMENT-RELATED.
2. BSHAPIRO FINANCIAL INC.-100% OWNER OF PRIVATE S-CORPORATION, AT THE BRANCH LOCATION, INVESTMENT-RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Barry M Shapiro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 18, 2025 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 100 Jericho Quadrangle Suite 335, Jericho, NY 11753RIA
CRD#: 284840
Jericho, NY
Current
August 18, 2025 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753RIA
BD
CRD#: 126514
Jericho, NY
Past
June 29, 2021 - August 19, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
JERICHO, NY
Past
January 21, 2011 - August 19, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
JERICHO, NY
Past
April 5, 2007 - February 18, 2011
OSAIC FA, INC.
BD
CRD#: 3978
SYOSSET, NY
Past
May 24, 2000 - April 11, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
MELVILLE, NY
Past
May 24, 2000 - April 11, 2007
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
MELVILLE, NY
Past
May 15, 1992 - June 19, 2000
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
May 15, 1992 - June 19, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/18/2025)
RR
Connecticut(8/18/2025)
RR
Florida(8/18/2025)
RR
Georgia(8/18/2025)
RR
Massachusetts(8/18/2025)
RR
Michigan(8/18/2025)
RR
New Jersey(8/18/2025)
RR
New York(8/18/2025)
IAR
New York(8/18/2025)
RR
Ohio(8/20/2025)
RR
South Carolina(8/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
