Kenneth P. Schapiro
CONDOR CAPITAL WEALTH MANAGEMENT | President
Annandale, NJ
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CRD#: 1890303
Professional summary
Kenneth Paul Schapiro, who also goes by Kenneth P Schapiro, Kenneth Schapiro, is a registered financial advisor currently at CONDOR CAPITAL WEALTH MANAGEMENT located in Annandale, New Jersey.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kenneth has worked at 4 firms and has passed the Series 63, Series 7 and Series 2 exams.
Biography
Ken Schapiro founded Condor Capital in 1988 and serves as its President. 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 low fees, ready access to performance data, and a trustworthy source of financial advice, Condor Capital has been a fiduciary since its inception. Ken takes pride in Condor’s commitment to its clients and their best interests.
As a Chartered Financial Analyst charter holder, Ken manages portfolios for high-net-worth individuals, trusts, pension plans, and corporations. Ken and Condor Capital have been named to Barron’s Top 1200 Financial Advisors each year since 2017. Ken is a past President of the Counsel of Independent Financial Advisors (CIFA), a nationally recognized association of independent investment advisors. Ken was also previously named one of the 40 under 40 by NJbiz magazine. He is a current member of TIGER 21, a peer-to-peer networking group of wealth creators.
During his years as a financial advisor, Ken made it a priority to keep himself aware of new trends and technologies that might be beneficial to his clients. One of those trends struck him as particularly ripe for deeper analysis: robo advisors. To that end, Ken created The Robo Report™, which is published each quarter to detail performance, fees, assets, and a host of other parameters on robo advisors. Ken and The Robo Report™’s findings have been featured in multiple issues of Barron’s, The Wall Street Journal, Money, and other industry publications.
In addition to Condor Capital Wealth Management, Ken is the President of Courtside Racquet Club, a top-class tennis facility that was the recipient of the 2009 USTA National Facility of the Year Award, and was recognized as a USTA Premier Facility from 2013-2018.
Ken graduated Cum Laude from the University of Colorado at Boulder in 1987, earning a Bachelor of Science Degree in Finance. He remained at The University of Colorado at Boulder to attend the Leeds School of Business, where he earned a Master’s of Business Administration Degree in Marketing in 1988. In addition to becoming a Chartered Financial Analyst in 1992, Ken recently became a Certified Trust and Financial Advisor through the American Bankers Association.
Outside of the office, Ken spends his time playing tennis and skiing. Skiing in particular is a much-beloved pastime for Ken, and he will travel all over the world for opportunities to ski year-round. He particularly enjoys heli-skiing, where skiers are brought to remote locations to ski on unmarked trails. He’s been married to his wife, Lisa, for 30 years, and has two adult children, Samantha and Zachary. While he is the boss at work, the boss at home is the family dog, Chaos.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kenneth P Schapiro | Kenneth Schapiro
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COURTSIDE RACQUET CLUB LLC, A NON INVESTMENT RELATED TENNIS CLUB LOCATED AT 1115 RTE 31S, LEBANON, NJ 08833. I AM THE MANAGING MEMBER SINCE AUGUST 15, 2005 AND SUPERVISE THE GENERAL MANAGER. ABOUT 30 HOURS A MONTH IS DEVOTED TO THE BUSINESS; AN ATTEMPT IS MADE TO KEEP THE NUMBER OF HOURS DURING SECURITIES TRADING HOURS TO A MINIMUM.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Paul Schapiro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Marketing
1987 - 1988
Finance
1983 - 1987
Experience
Current
March 27, 2002 - Present
CONDOR CAPITAL WEALTH MANAGEMENT
Office #3: 1973 Washington Valley Road, Martinsville, NJ 08836RIA
CRD#: 104920
Annandale, NJ
Past
August 2, 2017 - March 29, 2022
BACKEND BENCHMARKING
RIA
CRD#: 288501
MARTINSVILLE, NJ
Past
June 27, 2002 - July 28, 2004
CONDOR CAPITAL MANAGEMENT II INC
RIA
CRD#: 107990
MARTINSVILLE, NJ
Past
September 2, 1993 - December 31, 1994
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CONDOR CAPITAL WEALTH MANAGEMENT
CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT
CRD#: 104920 / SEC#: 801-33145
RIA
Registered Investment Advisory firm - (11/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(4/22/2022)
IAR
Louisiana(11/13/2013)
IAR
New Jersey(6/27/2002)
IAR
Texas(12/3/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 10/5/1988
Non-Member General Securities ExaminationCurrent Firm
CC
CONDOR CAPITAL WEALTH MANAGEMENT
CONDOR CAPITAL MANAGEMENT | CONDOR CAPITAL WEALTH MANAGEMENT
CRD#: 104920 / SEC#: 801-33145
RIA
Registered Investment Advisory firm - (11/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1973 Washington Valley Road, Martinsville, NJ 08836-2053
Mailing Address
Phone number
(732) 356-7323
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,216 |
| AUM (Assets Under Management) | $ 1,996,405,279 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 02/27/2025 | ||
| 10/26/2023 | ||
| 12/22/2022 |
Red Flags
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Company Information
CONDOR CAPITAL WEALTH MANAGEMENT
PresidentCRD#: 104920Annandale, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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