Clayton Cross
Investment adviser representative at 49 Financial
12 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
12 years in the industry.
- 49 FinancialJul 2024 to now
- College StudentAug 2023 to May 2024
- CelonisJun 2023 to Aug 2023
- College StudentAug 2021 to Jun 2023
- Saltwater CowboysJun 2021 to Aug 2021
- Enrolled College StudentDec 2019 to Jun 2021
- Unemployed MinorJun 2014 to Dec 2019
Exams passed
- 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
- 7977776
- Firm CRD
- 319484