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Carlin Rose Calcaterra

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-08
  • PA RA
    APPROVED
    Since 2026-06-08

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
Goldman Sachs & Co. New York NY 07/2010 08/2020
Mercer Investments, Llc Denver CO 08/2020 03/2022
Ares Wealth Management Solutions Denver CO 03/2022 03/2025
Unemployed Denver CO 03/2025 09/2025
Pitcairn Conshohocken PA 09/2025 Present
  • 07/2010 → 08/2020
    Goldman Sachs & Co.
    New York, NY
  • 08/2020 → 03/2022
    Mercer Investments, Llc
    Denver, CO
  • 03/2022 → 03/2025
    Ares Wealth Management Solutions
    Denver, CO
  • 03/2025 → 09/2025
    Unemployed
    Denver, CO
  • 09/2025 → Present
    Pitcairn
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-08
S63 Uniform Securities Agent State Law Examination 2013-09-23
  • S65 Uniform Investment Adviser Law Examination
    2026-06-08
  • S63 Uniform Securities Agent State Law Examination
    2013-09-23
Other Names
  • Carlin Calcaterra
  • Carlin Calcaterra
  • Carlin R Calcaterra
  • Carlin Rose Calcaterra
  • Carlin Rose Calcaterpa

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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