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CC

Carlin R. Calcaterra

PITCAIRN
CONSHOHOCKEN, PA 19428
CRD#: 5534679
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CC
Carlin Rose CalcaterraPITCAIRN

Professional summary

Carlin Rose Calcaterra, who also goes by Carlin R Calcaterra, Carlin Rose Calcaterra, Carlin Calcaterra, Carlin Rose Calcaterpa, is a registered financial advisor currently at PITCAIRN located in Conshohocken, Pennsylvania.

Carlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Carlin has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carlin R Calcaterra | Carlin Rose Calcaterra | Carlin Calcaterra | Carlin Rose Calcaterpa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlin Rose Calcaterra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 8, 2026 - Present

PITCAIRN

Office #1: Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428
RIA
CRD#: 333260
CONSHOHOCKEN, PA
Past

March 31, 2022 - March 10, 2025

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BD
CRD#: 119546
DENVER, CO
Past

August 9, 2021 - March 17, 2022

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
Denver, CO
Past

August 22, 2012 - August 31, 2020

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PITCAIRN
PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA
Registered Investment Advisory firm - (10/23/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(6/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/8/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2012
General Securities Representative Examination

Current Firm

PI
PITCAIRN
PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA
Registered Investment Advisory firm - (10/23/2024 Approved)
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Contact information

Main Address
Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428
Mailing Address
Phone number
(215) 881-6144
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PITCAIRN ADV 2A JULY 21 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts148
AUM (Assets Under Management)$ 775,801,961

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PITCAIRN

CRD#: 333260Conshohocken, PA 19428

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