Russell Philip Shapiro

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-06
NY	RA	APPROVED	2025-01-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2024	Present
K2 Integrity	New York	NY	04/2023	10/2024
Unemployed	New York	NY	10/2022	04/2023
Startstock	Mamaroneck	NY	01/2022	10/2022
Boston University	Boston	MA	09/2018	05/2022
Rye Country Day School	Rye	NY	09/2014	05/2018
Nksfb	Encino	CA	06/2021	07/2021
Coveleigh Club	Rye	NY	06/2019	12/2019
Lifetime Fitness	White Plains	NY	06/2018	11/2018
Evzdrp	New York	NY	06/2017	08/2017
Steiner Sports	New Rochelle	NY	08/2017	08/2017
Admit Hub Llc	Brookline	MA	08/2020	09/2020
Bank Of America, N.A.	New York	NY	12/2024	Present

10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
04/2023 → 10/2024

K2 Integrity

New York, NY
10/2022 → 04/2023

Unemployed

New York, NY
01/2022 → 10/2022

Startstock

Mamaroneck, NY
09/2018 → 05/2022

Boston University

Boston, MA
09/2014 → 05/2018

Rye Country Day School

Rye, NY
06/2021 → 07/2021

Nksfb

Encino, CA
06/2019 → 12/2019

Coveleigh Club

Rye, NY
06/2018 → 11/2018

Lifetime Fitness

White Plains, NY
06/2017 → 08/2017

Evzdrp

New York, NY
08/2017 → 08/2017

Steiner Sports

New Rochelle, NY
08/2020 → 09/2020

Admit Hub Llc

Brookline, MA
12/2024 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-31

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