KAREN SOTALLARO is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2022-03-15 | present | Yes |
| OAK HARVEST INVESTMENT SERVICES, LLC | 2021-06-02 | 2022-02-16 | — |
| ASSET MANAGEMENT ADVISORS INC | 2019-05-03 | 2021-08-25 | — |
| OSAIC SERVICES, INC. | 2016-08-17 | 2018-05-07 | — |
| UBS FINANCIAL SERVICES INC. | 2011-11-21 | 2012-06-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-09-22 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-11-20 | 2009-06-01 | — |