AM
Amanda L. Mccarty
TSCHETTER GROUP
BELLEVUE, WA 98004
CRD#: 8155441
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AM
Amanda Lynn MccartyTSCHETTER GROUP
Professional summary
Amanda Lynn Mccarty is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Amanda has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Lynn Mccarty's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 8, 2025 - Present
TSCHETTER GROUP
Office #1: 2155 112th Ave Ne, Bellevue, WA 98004RIA
CRD#: 301548
BELLEVUE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - (5/1/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(9/8/2025)
Exams
Current Firm
TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - (5/1/2019 Approved)Loading...
Contact information
Main Address
2155 112th Ave Ne, Bellevue, WA 98004
Mailing Address
Phone number
(425) 998-9960
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,330 |
| AUM (Assets Under Management) | $ 2,137,933,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 02/19/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
