Carlin Rose Calcaterra
Investment adviser representative at Pitcairn
15 yearsExperience
1 stateRegistered in
$5.9BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- PitcairnSep 2025 to now
- UnemployedMar 2025 to Sep 2025
- Ares Wealth Management SolutionsMar 2022 to Mar 2025
- Mercer Investments, LLCAug 2020 to Mar 2022
- Goldman Sachs & Co.Jul 2010 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Pitcairn
Legal name: Pitcairn Wealth Advisors LLC
$5.9BAssets managed
330Clients
40Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5534679
- Firm CRD
- 333260