Nerija
Vietaite

M1 Finance

CRD#7199072
Investment Advisor
in Chicago, IL

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About this Advisor

Nerija Vietaite is a financial advisor who works in Chicago, Illinois with 2 years of industry experience. Vietaite works at M1 Finance. Their career trajectory has included roles at M1 Holdings LLC, M1 Finance LLC, Kate Spade New York, Truth In Accounting, U.S. Bank, Consulate General Of Lithuania and Depaul University. Vietaite has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Illinois. M1 Finance is a company operating out of Chicago, IL. The firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees charged by M1 Finance typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

200 North Lasalle Street Suite 800
Chicago, IL 60601

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M1 Finance Brokerage Details

Total Number of Employees

20

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

Nerija Vietaite Work History

Nerija has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

M1 Holdings LLC

2019 - Present (5 years)

M1 Finance LLC

2019 - 2019 (< 1 year)

Kate Spade New York

2019 - 2019 (< 1 year)

Truth In Accounting

2019 - 2019 (< 1 year)

U.S. Bank

2017 - 2018 (1 year)

Consulate General Of Lithuania

2015 - 2018 (3 years)

Kate Spade New York

2015 - 2019 (4 years)

Depaul University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nerija Vietaite 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

Paul Deairis Howard
Chicago, IL
Jack Oricoli
Chicago, IL
Brandon Nguyen
Chicago, IL
Hamza Mansour
Chicago, IL
Megan Kuyers
Chicago, IL
Gabriela Contreras
Chicago, IL
Dominica Stewart
Fort Worth, TX
John Mccallum
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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