Joel Barry Shapiro
Head Of Retirement Strategy And ErisaWealthspire Retirement, LLCCRD 5104448
About Joel Barry Shapiro
Joel Barry Shapiro is listed as Head Of Retirement Strategy And Erisa at Wealthspire Retirement, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Under 5%. Joel Barry Shapiro is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Retirement, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel Barry Shapiro work?
Joel Barry Shapiro is listed as Head Of Retirement Strategy And Erisa at Wealthspire Retirement, LLC on SEC Form ADV.
How much of Wealthspire Retirement, LLC does Joel Barry Shapiro own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Retirement, LLC
| Title | Head Of Retirement Strategy And Erisa |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Sst Benefits Consulting & Insurance Services, LLC
| Title | President - Wealthspire Retirement |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiduciary First, LLC
| Title | President - Wealthspire Retirement |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |