Charlotte Halmo
Investment adviser representative at M1 Advisory
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- M1 AdvisoryMay 2024 to now
- M1Mar 2023 to now
- Carson Advisory GroupJan 2021 to Mar 2023
- Raymond James Financial ServicesJan 2021 to Mar 2023
- UnemployedAug 2020 to Jan 2021
- Vendue HotelAug 2019 to Aug 2020
- Hagan Fine Art StudiosMar 2019 to Nov 2019
- Mary Martin GalleryAug 2018 to Mar 2019
- University of VirginiaAug 2017 to Aug 2018
- Carpe Donut LLCApr 2017 to Aug 2018
- Acac Fitness & Wellness CenterAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
M1 Advisory
Legal name: M1 Advisory Services LLC
$1.5BAssets managed
11,400Clients
9Advisers
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
- 7328849
- Firm CRD
- 249787