Charles Shapiro is Founding and Managing Partner for Stratos Wealth Partners and oversees the Western US.

 

Stratos is a wealth and financial management firm that focuses on the practice of financial planning and investment management services. The firm is structured as a network of experienced investment advisor representatives spread throughout the country.

 

In his current position, Charles is responsible for the hiring, development, and coaching of the firm’s expanding number of affiliated Advisors and managing partners on the West Coast.

 

Charles has spent his entire career in the financial services industry. Before joining Stratos Wealth Partners, he spent 16 years with Smith Barney. Before taking on a number of leadership roles with that organization, Charles was a wealth advisor and operated his own planning practice. Charles then transitioned into management and held a number of leadership positions within Smith Barney on both the East and West Coasts. Before Smith Barney’s merger with Morgan Stanley in 2009, he was responsible for a large complex of Smith Barney retail branch locations in Southern California.

 

Charles earned his degree from Tufts University and holds the FINRA Series 3, 7, 8, and 63 registrations through LPL Financial. He spends his personal time enjoying his family, traveling, and staying healthy.