AdFi
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Barry M Shapiro

Investment Adviser Representative at STRATEGIC BLUEPRINT, LLC

Melville, NYCRD #2218662Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
10 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
CaliforniaConnecticutFloridaGeorgiaMassachusettsMichiganNew JerseyNew YorkOhioSouth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/6/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/5/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/14/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,000 (Wrap)2.25%
Next $250,000 to $500,000 (Wrap)2.15%
Next $500,000 to $1,000,000 (Wrap)2.00%
Next $1,000,000 to $2,000,000 (Wrap)1.75%
Next $2,000,000 to $5,000,000 (Wrap)1.50%
Above $5,000,000 (Wrap)1.25%
First $250,000 (Non-Inclusive)2.15%
Next $250,000 to $500,000 (Non-Inclusive)2.05%
Next $500,000 to $1,000,000 (Non-Inclusive)1.90%
Next $1,000,000 to $2,000,000 (Non-Inclusive)1.65%
Next $2,000,000 to $5,000,000 (Non-Inclusive)1.40%
Above $5,000,000 (Non-Inclusive)1.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

STRATEGIC Blueprint, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE STRATEGIC FINANCIAL ALLIANCE, INC.Current
8/18/2025Melville, NY
METLIFE SECURITIES INC.
5/24/20004/11/2007MELVILLE, NY
METROPOLITAN LIFE INSURANCE COMPANY
5/24/20004/11/2007MELVILLE, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
5/15/19926/19/2000MILWAUKEE, WI
ROBERT W. BAIRD & CO. INCORPORATED
5/15/19926/19/2000MILWAUKEE, WI
LINCOLN FINANCIAL ADVISORS CORPORATION
4/5/20072/18/2011SYOSSET, NY
COMMONWEALTH FINANCIAL NETWORK
1/21/20118/19/2025JERICHO, NY

Official records & sources

Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barry M Shapiro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Barry M Shapiro - Financial Advisor in Melville, NY | AdvisorFinder