Trevor Reid Stepan
Investment adviser representative at 49 Financial
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Trevor Reid Stepan? 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
18 years in the industry.
- 49 FinancialJul 2026 to now
- Kestra FinancialJun 2025 to Aug 2025
- American Campus CommunitiesJul 2024 to Aug 2024
- The University of Texas At AustinAug 2022 to May 2026
- Lanterra Properties LLCMay 2021 to Feb 2024
- WhataburgerMay 2020 to Jun 2021
- Cornerstone Christian SchoolsAug 2008 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8102243
- Firm CRD
- 319484