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David Scott Shapiro

Johnson Brunetti

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About David Scott Shapiro

David Shapiro is a financial advisor who has been in the industry for over 20 years. David is currently registered with Johnson Brunetti and holds Series 7, 24, and 66 securities licenses. David is a specialist in providing financial advice and services to individuals and corporations. David previously worked with CNL Securities Corp., Hillcrest Asset Management, Inc., Janney Montgomery Scott LLC, and Raymond James & Associates, Inc. David also holds a series 66 license.

Firm Information

David Shapiro is currently registered with Johnson Brunetti. Johnson Brunetti is a financial advisory firm based in Wethersfield, CT. They specialize in financial planning and portfolio management for individuals and businesses. With over 22 licensed agents and 24 investment adviser representatives, they manage over $2.1 billion in assets. They offer educational seminars and work with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Johnson Brunetti

100 GREAT MEADOW ROAD

WETHERSFIELD, CT 06109

$2.11B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from third-party money managers

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David Shapiro’s Registration & Firm History

CT

05/23/2018 - Present

Johnson Brunetti (WETHERSFIELD CT)

FL

02/23/2004 - 03/08/2018

CNL SECURITIES CORP. (ORLANDO FL)

FL

10/08/2002 - 01/19/2006

HILLCREST ASSET MANAGEMENT, INC. (BOCA RATON FL)

PA

10/16/1998 - 11/08/2001

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

FL

05/05/1997 - 10/29/1998

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 08/27/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Scott Shapiro. Review regulatory record here.
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