Karen Lawrence

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Citigroup Global Markets Inc.
  Greenwich, CT

Previous Registrations

• 2006-08-01 → 2007-05-29
  Citicorp Investment Services
  Greenwich, CT
  Greenwich, CT

Other Businesses

Greater Deliverance Church of God; Not Investment-related; Nature: Church-peaching and spreading the gospel to all.; Mt. Vernon, New York; Started: January 1, 2024.; Title: Director; Duties: Board of Trustee-part of a team that comes up with various ideas of how the church should function.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./////

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-28
• S63 Uniform Securities Agent State Law Examination
  2000-03-30

Other Names

• Karen Ann Lawrence-Mckoy
• Karen Ann Lawrence