# Marc Shapiro

> Marc Shapiro is a fee-only financial advisor at Palisade Capital Management in Fort Lee, New Jersey. Palisade Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marc-shapiro/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Palisade Capital Management
- **Based in:** Fort Lee, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $3.86B across 2,253 accounts
- **CRD:** 2732099 (https://adviserinfo.sec.gov/individual/summary/2732099)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1996), Series 65 (2013)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** https://www.palisadecapital.com

## Frequently asked questions

### Is Marc Shapiro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Palisade Capital 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, Palisade Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Marc Shapiro based?

Marc Shapiro is based in Fort Lee, New Jersey.

### Is Marc Shapiro registered with the SEC?

Yes. Marc Shapiro is registered as an investment adviser representative in NJ (CRD 2732099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Palisade Capital Management manage?

Palisade Capital Management reports $3.86B across 2,253 accounts in assets under management.

### How do I contact Marc Shapiro?

Through Marc's website, www.palisadecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2732099): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.