Carrie Schroen is a registered investment advisor, based in Princeton, NJ, with 24 years of industry experience.
Location
1 University Square Drive, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie is the co-owner and president of My Signature Lifestyle, a senior and family wellness and nutrition business, dedicating a few hours per week. She also serves on the investment committee for the Sisters of Humility of Mary and owns Pinecone Properties of Pinehurst, spending minimal time on each.
Employment History
Current Registrations
Blackrock Investments, LLC
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Previous Registrations
New York Life Investment Management LLC
Eagle Strategies LLC
Eagle Strategies LLC
Nylife Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mfs Fund Distributors, INC.Broker
Sun Life Financial Distributors, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.