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Inactive

Caroline Mcsween Satel

1900 Wealth

San Antonio, TX

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Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-10
  • TX RA
    APPROVED
    Since 2025-02-10

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montana State University Bozeman MT 08/2014 08/2018
Unemployed San Antonio TX 08/2018 01/2019
Sassy Sisters Bozeman MT 05/2016 05/2017
Axa Advisors, Llc New York NY 02/2019 01/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 01/2020 01/2021
1900 Wealth Management San Antonio TX 01/2025 Present
Unemployed San Antonio TX 01/2021 03/2021
Sanger & Altgelt, Llc San Antonio TX 03/2021 08/2022
Ifa Paris Paris 09/2022 06/2024
Unemployed San Antonio TX 07/2024 12/2024
  • 08/2014 → 08/2018
    Montana State University
    Bozeman, MT
  • 08/2018 → 01/2019
    Unemployed
    San Antonio, TX
  • 05/2016 → 05/2017
    Sassy Sisters
    Bozeman, MT
  • 02/2019 → 01/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2020 → 01/2021
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 01/2025 → Present
    1900 Wealth Management
    San Antonio, TX
  • 01/2021 → 03/2021
    Unemployed
    San Antonio, TX
  • 03/2021 → 08/2022
    Sanger & Altgelt, Llc
    San Antonio, TX
  • 09/2022 → 06/2024
    Ifa Paris
    Paris
  • 07/2024 → 12/2024
    Unemployed
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 2018-09-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2018-09-27
Other Names
  • Caroline Satel
  • Caroline M Satel

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX
ULRICH INVESTMENT CONSULTANTS · San Antonio, TX

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