Maximilian Alexander Hillerbrand
Investment adviser representative at 49 Financial
9 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
9 years in the industry.
- 49 FinancialMay 2024 to now
- 49 Wealth Management LLCJul 2022 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- Purshe Kaplan Sterling InvestmentsMay 2022 to Jan 2024
- Chick-fil-a Hawks CreekSep 2021 to Apr 2022
- Chick-fil-a Kernersville FsuOct 2020 to Aug 2021
- Chick-fil-a Hawks Creek FsuMay 2020 to Oct 2020
- Chick-fil-a Hanes Mall Food CoMay 2017 to May 2020
- Wochenblatt GmbhSep 2015 to May 2017
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
- 7564474
- Firm CRD
- 319484