Unclaimed Profile

Karen Lou Alvarez

BPU INVESTMENT MANAGEMENT, INC.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 27, Series 99TOClean recordBPU INVESTMENT MANAGEMENT, INC.

ONE OXFORD CENTER, PITTSBURGH, PA 15219CRD# 4044938Firm CRD# 17058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Lou Alvarez · PITTSBURGH, PA

Registration

CRD #4044938 · BPU INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BPU INVESTMENT MANAGEMENT, INC.

CRD 17058 · SEC 801-60229

AUM

$517M

Regulatory assets under management

Employees

1,932 client accounts

Services offered by BPU INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BPU INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Lou Alvarez offer?

Karen Lou Alvarez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Karen Lou Alvarez's credentials?

Karen Lou Alvarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Lou Alvarez located?

Karen Lou Alvarez is based in PITTSBURGH, Pennsylvania, working with BPU INVESTMENT MANAGEMENT, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Karen Lou Alvarez charge for services?

Karen Lou Alvarez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BPU INVESTMENT MANAGEMENT, INC.?

BPU INVESTMENT MANAGEMENT, INC. has approximately 24 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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