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Karen Aroety
Karen Aroety
Consulting Group
Senior Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
590 Madison Avenue
11th Floor
New York, NY 10022
tel: 212-307-2403
toll free: 877-571-0936
fax: 212-307-2841
Email Me
Welcome Associations Education Honors Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Bronx Manhattan North Association of Realtors, Inc.
  • Woman & Co.
  • NYS Partnership for Long Term Care
Education and Licensing
  • Financial Planning Specialist
    Smith Barney
  • Fluent: Hebrew, Yiddish
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Life & Health Insurance Licensed
  • NYS Partnership for Long Term Care Certified
Honors and Recognitions
  • Directors Council 2004
  • Chairmans Council 2005
  • Barrons Winners Circle Attendee 2007
  • 2007 Barron's Winner's Circle Best Practices Summit Attendee
  • Century council 2008
Services
  • 401k Rollovers
  • Wealth Management
  • Alternative Investments
  • Foreign Exchange
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Women and Company®
  • Art Advisory
  • 529 Plans
  • Cash Management
  • Certificates of Deposit
Business Experience
  • 1992 - Present: Morgan Stanley Smith Barney*
    New York, NY
  • 1991 - 1992: Oppenheimer
    New York, NY
  • 1987-1991: T & S Commodities
    New York, NY
Bulletin Board
  • For the latest municipal bond offerings, please contact me.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Karen Aroety is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

2009 Annual Limits: Relating to Financial Planning (pdf)
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