Madeline Mason
Investment adviser representative at 49 Financial
19 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Madeline Mason? Claim your profile
Contact this firm
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
19 years in the industry.
- 49 FinancialJul 2024 to now
- Savrick, Schumann, Johnson, Mcgarr, Kaminski, & Shirley, LLPMar 2023 to Aug 2023
- Fragomen, Del Rey, Bernsen & LoweryMay 2022 to Sep 2022
- Pappasito's CantinaApr 2021 to Jan 2022
- Fit House CafeFeb 2019 to Mar 2020
- StudentAug 2007 to Jun 2024
Exams passed
- 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
- 7966607
- Firm CRD
- 319484