Ken Schapiro
Chief Executive Officer
Condor Capital Wealth Management
About
This "About" section is provided by Ken Schapiro.
Ken Schapiro founded Condor Capital in 1988 and serves as its Chief Executive Officer. At the time of its founding, Ken wanted to fill a hole in the financial services industry—that of a fee-only advisor. Because of Ken’s desire to provide clients with competitive fees, ready acc...
Clientele
748
Client Households
no minimum
Account Minimum
$2.5m
Typical Account Size
Retail, High Net Worth, Ultra High Net Worth
Client Base
$3.5m
Typical Net Worth
Popular Services Offered
Trading individual securities
Advice on trading and purchasing individual securities, such as stocks, mutual funds, Exchange-Traded Funds (ETFs), bonds and other fixed-income instruments.
Financial planning
Advice on investment plans for managing cash flows, reducing liabilities, saving for retirement, etc.
Trust & estate planning
Advice on future trust and estate planning.
Retirement planning
Advice on determining retirement income goals, and the actions and decisions necessary to achieve those goals.
Team
Michael Walliser, President
Tanya Walliser, Partner, Senior Financial Advisor
Jeanette Lucas, Partner, Senior Financial Advisor
Jacob Boylan, Financial Advisor
Thomas Leahy, Financial Advisor
Michael Cuozzo, Financial Advisor
Timothy Moran, Financial Advisor
Community Involvement
This "Community Involvement" section is provided by Ken Schapiro.
Past Member of the Investment Committee of the Central Jersey Jewish Federation Endowment
Past Treasurer of The Hunterdon Museum of Art
Founding Member of Council of Independent Financial Advisors and the Advent Users Group
Donated to over 100 different charities over the years
Condor Capital Charity Open - Lead Sponsor
Summary
| Team Size: | 26 |
| Team Assets: | $1.9b |
| Years of Experience: | 36 |
| Years at Current Firm: | 36 |
| Financial Planning: | Yes |
Certifications
CFA
Current Rankings
Past Rankings
Rankings since 2012
Top 1,200 Financial Advisors: 2017 - 2024
About this data
Profile pages in Barron’s are available to: (i) all Barron’s actively ranked advisors whose data is obtained from the Barron’s Advisor rankings, as may be updated and supplemented by such ranked advisor through the purchase of an enhanced profile; and (ii) unranked financial advisors who purchase a Barron’s Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial advisor and have no violations on their financial advisor record. Data from unranked advisors is derived from such advisors who have purchased a Barron’s Advisor Finder profile.