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Robert Frank Shapiro

Cannell & Spears LLC

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About Robert Frank Shapiro

Robert Frank Shapiro is a financial advisor at Cannell & Spears LLC in New York, New York. Robert Shapiro has been a registered investment advisor since 2024. Previously, Robert Shapiro worked at Wertheim Schroder & Co. Incorporated, Lewco Securities Corp., and Wertheim & Co. Robert Shapiro has a Series 00 license, which is a General Securities Principal Examination.

Firm Information

Robert Shapiro is currently registered with Cannell & Spears LLC. Cannell & Spears LLC is an investment advisor registered with the SEC. Based in New York, NY, the firm manages approximately $6.3 billion in assets for a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and investment companies. Cannell & Spears offers a wide range of advisory services, including portfolio management, financial planning, and selection of other advisors. The firm also provides asset allocation reviews.
Cannell & Spears LLC

545 MADISON AVENUE

NEW YORK, NY 10022

$6.32B

Assets Under Management

2

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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review of asset allocation

Review of asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Shapiro’s Registration & Firm History

NY

02/21/2024 - Present

Cannell & Spears LLC (NEW YORK NY)

NY

02/13/1974 - 01/07/1988

WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)

NJ

03/10/1987 - 12/23/1987

LEWCO SECURITIES CORP. (JERSEY CITY NJ)

NA

02/13/1974 - 10/07/1986

WERTHEIM & CO.

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Licenses & Designations

BC

Issued 07/10/1967

Series 00 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Frank Shapiro.
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