Karen Gayle Shapiro
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 yearsExperience
4 statesRegistered in
ChFC®Designation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
15 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2022 to now
- Cambridge Investment Research, Inc.Jun 2022 to now
- The Patriot Financial GroupJun 2019 to Jun 2022
- Securities America AdvisorsJun 2017 to Jun 2019
- Securities America Inc.Oct 2016 to Jun 2022
- Sur La TableNov 2015 to Jul 2019
- Dc ConsultingDec 2011 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (MA, NH, TX, VT).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4969692
- Firm CRD
- 134139