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Detailed Report
ALAN MARK SCHAPIRE
CRD#: 4523953
IA
Investment Adviser
FOCUS PARTNERS WEALTH, LLCCRD#: 159289 600 W GERMANTOWN PIKE
SUITE 400
PLYMOUTH MEETING, PA 19462
Registration History
2008201020122014201620182020202220242026IAFOCUS PARTNERS WEALTH, LLC (CRD# 159289)2024 - Present (<1 year)IABUCKINGHAM STRATEGIC WEALTH, LLC (CRD# 143323)2023 - 2024 (1 year)IACONVERGENT FINANCIAL STRATEGIE... (CRD# 158192)2011 - 2023 (11 years)IAADVICEOVERWEB (CRD# 145426)2007 - 2008 (1 year)
License(s)

State Registrations

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Pennsylvania 7/1/2024
Current Registration(s)
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FOCUS PARTNERS WEALTH, LLC (CRD#:159289)
600 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Registered with this firm since 7/1/2024
Previous Registration(s)
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 02/24/2023 - 11/14/2024 BUCKINGHAM STRATEGIC WEALTH, LLC (CRD#:143323) PLYMOUTH MEETING, PA
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 11/16/2011 - 02/24/2023 CONVERGENT FINANCIAL STRATEGIES LLC (CRD#:158192) PLYMOUTH MEETING, PA
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 11/16/2007 - 12/22/2008 ADVICEOVERWEB (CRD#:145426) WILMINGTON, DE
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.