Marc Shapiro
Shapiro Asset Management · Denville, New Jersey
Marc Shapiro is a fee-only financial advisor at Shapiro Asset Management in Denville, New Jersey. Shapiro Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Shapiro Asset Management |
|---|---|
| Based in | Denville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $49.6M across 31 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4920352 |
| Exams passed | Series 65 (2005) |
| Disclosures | None reported |
How Marc's firm compares
- Shapiro Asset Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Marc
Is Marc Shapiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Shapiro Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Shapiro Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Marc Shapiro based?
Marc Shapiro is based in Denville, New Jersey.
Is Marc Shapiro registered with the SEC?
Yes. Marc Shapiro is registered as an investment adviser representative in NJ (CRD 4920352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shapiro Asset Management manage?
Shapiro Asset Management reports $49.6M across 31 accounts in assets under management.
How do I contact Marc Shapiro?
Contact details aren't on file yet. Search for Shapiro Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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