Robert Myles Thomas
Investment adviser representative at 49 Financial
11 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
11 years in the industry.
- 49 FinancialAug 2024 to now
- 49 Wealth Management, LLCJul 2022 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- Purshe Kaplan Sterling InvestmentsJul 2022 to Jan 2024
- Omni Hotels & ResortsFeb 2022 to May 2022
- The University of Texas At AustinJul 2017 to May 2022
- Paschal High SchoolJul 2013 to Jul 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 (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
- 7600181
- Firm CRD
- 319484