Kyle Joseph Sweeney
Investment adviser representative at 49 Financial
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Oakwood Capital Securities, Inc.Jul 2024 to now
- 49 FinancialApr 2024 to now
- 49 Wealth Management LLCJun 2021 to now
- Purshe Kaplan Sterling InvestmentsAug 2021 to Jan 2024
- UnemployedAug 2020 to May 2021
- Jeff Mactaggart MasonryMay 2020 to Jul 2020
- UnemployedFeb 2020 to Apr 2020
- Absolute RecompDec 2019 to Jan 2020
- UnemployedAug 2019 to Nov 2019
- Absolute RecompMay 2019 to Jul 2019
- UnemployedJul 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7417982
- Firm CRD
- 319484