Amanda
Caruth

M1 Finance

CRD#7471608
Investment Advisor
in Chicago, IL

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About this Advisor

Amanda Caruth is a financial advisor based in Chicago, Illinois, working with M1 Finance. Amanda has previously held positions at Columbia College Chicago, Freshii, Mad Love, Cupitol, Make-A-Wish Il, Pick Me Up Cafe, and M1 Finance. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Amanda is part of M1 Finance, which operates out of Chicago, Illinois. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Chicago, IL

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M1 Finance Brokerage Details

Total Number of Employees

24

IL Average: 44

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Amanda Caruth Work History

2020 - Present (4 years)

M1 Finance

2020 - 2020 (< 1 year)

Make-A-Wish Il

2018 - 2020 (2 years)

Pick Me Up Cafe

2017 - 2017 (< 1 year)

Mad Love

2017 - 2017 (< 1 year)

Freshii

2017 - 2018 (1 year)

Cupitol

2014 - 2017 (3 years)

Freshii

2012 - 2017 (5 years)

Columbia College Chicago

Disclosures

Please visit the SEC profile of Amanda Caruth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M1 Finance

Jack Privateer
Chicago, IL
Kaila Widmann
Chicago, IL
Jieun Lee
Chicago, IL
Patrick Flood
Denver, CO
Jing Kessler
Midlothian, VA
Kevin Pierce
Chicago, IL
Matthew Baker
Chicago, IL
Hanane Bouchareb
Evanston, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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