Charles Shapiro

Founding Partner, CDO at STRATOS

Charles Shapiro has over 26 years of experience in the financial services industry. From 1994 to 2010, they worked at Smith Barney as a Senior Vice President and Complex Manager. In 2010, they became a Founding Partner and Chief Development Officer at Stratos Wealth Partners, where they focus on comprehensive financial planning and implementation services. Stratos is a partner-run wealth and financial management firm with a network of experienced practitioners throughout the country. LPL Financial, along with custody partners Fidelity, Charles Schwab, and TD Ameritrade, powers the firm.

Charles Shapiro attended Tufts University, but no specific details about their degree or field of study are provided.

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Timeline

  • Founding Partner, CDO

    September, 2010 - present