Financial advisor
Karen Zaramba
At Mercer Advisors · Portsmouth, NH
Registered as KAREN LEE ZARAMBA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Charter Oak Capital Management | Charter Oak Capital Management | Mercer Advisors | Acquisition | March 31, 2026 | $1.5B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Investment adviser | April 23, 2026 | Current |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | April 4, 2011 | January 2, 2020 |
| CHARTER OAK CAPITAL MANAGEMENT | Investment adviser | March 29, 2011 | August 26, 2026 |
| TAG SECURITIES, INC. | Broker-dealer | June 9, 2010 | March 11, 2011 |
| MICG INVESTMENT MANAGEMENT, LLC | Broker-dealer | November 10, 2009 | May 12, 2010 |
| AEGIS CAPITAL, LLC | Investment adviser | November 4, 2009 | December 22, 2011 |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | September 25, 2009 | November 2, 2009 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | September 25, 2009 | November 2, 2009 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | January 1, 2008 | September 28, 2009 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | January 1, 2008 | September 28, 2009 |
| A. G. EDWARDS & SONS, INC. | Investment adviser | November 24, 2005 | January 1, 2008 |
| A. G. EDWARDS & SONS, INC. | Broker-dealer | November 16, 2005 | January 3, 2008 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.