Caroline Mcsween Satel
Investment adviser representative at 1900 Wealth
12 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 yearsFirm in business
Are you Caroline Mcsween Satel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- 1900 WealthFeb 2025 to now
- 1900 Wealth ManagementJan 2025 to now
- UnemployedJul 2024 to Dec 2024
- Ifa ParisSep 2022 to Jun 2024
- Sanger & Altgelt, LLCMar 2021 to Aug 2022
- UnemployedJan 2021 to Mar 2021
- Purshe Kaplan Sterling Investments, Inc.Jan 2020 to Jan 2021
- AXA Advisors, LLCFeb 2019 to Jan 2020
- UnemployedAug 2018 to Jan 2019
- Sassy SistersMay 2016 to May 2017
- Montana State UniversityAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
1900 Wealth
Legal name: 1900 Wealth Management LLC
$3.1BAssets managed
496Clients
18Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7053649
- Firm CRD
- 175346