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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STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com