Ava Louise Smagacz
Investment adviser representative at 49 Financial
14 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
14 years in the industry.
- Oakwood Capital Securities, Inc.Jul 2024 to now
- 49 FinancialMay 2022 to now
- Purshe Kaplan Sterling Investments, IncMay 2022 to Jan 2024
- Ots HoldingsJun 2021 to Aug 2021
- Crawford & CoJun 2020 to Aug 2020
- Sun Tan CityJun 2019 to Aug 2019
- University of South CarolinaAug 2018 to May 2022
- Sun Tan CityMar 2018 to Jul 2018
- Brentwood AcademyJan 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7561424
- Firm CRD
- 319484