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Karen Z Pillets

Morgan Stanley

Rehoboth Beach, DE

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-11-22
  • DE RA
    APPROVED
    Since 2022-11-22

Branch Locations

55 Cascade Lane, Rehoboth Beach, DE 19971 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 01/2008 06/2021
Unemployed Millsboro DE 07/2021 09/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2021
Morgan Stanley Rehoboth Beach DE 10/2022 Present
  • 01/2008 → 06/2021
    Fidelity Investments
    Merrimack, NH
  • 07/2021 → 09/2022
    Unemployed
    Millsboro, DE
  • 07/2018 → 06/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2022 → Present
    Morgan Stanley
    Rehoboth Beach, DE
Previous Registrations
  • 2018-07-13 → 2021-07-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-01-16 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Ft Lauderdale, FL
    Millsboro, DE
    Ft. Lauderdale, FL
    Millsboro, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-15
S63 Uniform Securities Agent State Law Examination 2008-04-11
  • S66 Uniform Combined State Law Examination
    2009-01-15
  • S63 Uniform Securities Agent State Law Examination
    2008-04-11
Other Names
  • Karen Diane Zawacki
  • Karen Z Pillets
  • Karen D Zawacki
  • Karen Pillets
  • Karen Zawacki
  • Karen Zawacki Pillets
  • Pillets Z Karen

View on SEC IAPD

Other Firms

BRYN MAWR TRUST ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL ADVISOR
BDFS CAPITAL LLC

Other Investors

SARA L LAWSON
QUIAUNNA ELIZABETH POWELL
JACQUELYN KERRY BLUE
STEVEN ZACHARY DUNN
MARK ERIC ENGBERG
Stephanie P. Brown
Andrew R Brown
Christopher David Argo

Other Offices

BRYN MAWR TRUST ADVISORS, LLC · Rehoboth Beach, DE
CHARLES SCHWAB & CO., INC. · Rehoboth Beach, DE
J.P. MORGAN SECURITIES LLC · Rehoboth Beach, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · REHOBOTH BEACH, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Rehoboth Beach, DE
AMERIPRISE FINANCIAL SERVICES, LLC · REHOBOTH BEACH, DE
MAI CAPITAL ADVISOR · REHOBOTH BEACH, DE
BDFS CAPITAL LLC · REHOBOTH BEACH, DE

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