Carrie Walters Shapiro is an investment adviser representative (IAR) with state registration records since 2025, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-12-11 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2025-07-23 | 2026-01-13 | — |
| CAP STRAT | 2025-04-25 | 2025-12-10 | — |