Karen Lawrence is a registered investment advisor, based in New York, NY, with 26 years of industry experience.
Location
Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Karen is a Director and Board of Trustee member at Greater Deliverance Church of God since January 2024. She spends minimal time on these duties outside of securities trading hours.
Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Citi Private Alternatives, LLC
June 2017 - Present · 8 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Previous Registrations
Citicorp Investment Services
August 2006 - May 2007 · 9 mos
Citicorp Investment ServicesBroker
July 1999 - May 2007 · 7 yrs 10 mos
State Registrations36 states
AZCACOCTDCDEFLGAIAILINKYMAMDMEMIMONCNENHNJNMNVNYOKORPAPRRISDTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.