Inactive

Karen Anne Carlson

Conshohocken, PA

CRD 2701404

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Employer firm

Pitcairn CRD 333260

$5.87B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Pitcairn

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-10
TX	RA	APPROVED	2025-06-10

NY RA
APPROVED

Since 2025-06-10
TX RA
APPROVED

Since 2025-06-10

Branch Locations

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

1270 Avenue Of The Americas Suite 2503, New York, NY 10020 • 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

Organization	City	State	From	To
Pitcairn Trust Company	New York	NY	02/2010	12/2025
Pitcairn Wealth Advisors	Conshohocken	PA	06/2025	Present

02/2010 → 12/2025

Pitcairn Trust Company

New York, NY
06/2025 → Present

Pitcairn Wealth Advisors

Conshohocken, PA

Designations

Certified Financial Planner

Other Names

Karen Carlson Reed

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA

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