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Karen Anne Carlson

Pitcairn

Conshohocken, PA

New York, NY

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Current Employers
Pitcairn

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Other Names
  • Karen Carlson Reed

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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