Noah Jacob Plotkin
Investment adviser representative at 49 Financial
18 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
18 years in the industry.
- 49 FinancialJul 2025 to now
- Student - KentuckyAug 2023 to May 2025
- Capital SquareMay 2023 to Aug 2023
- Student - KentuckyAug 2022 to May 2023
- Capital SqaureMay 2022 to Aug 2022
- Student - KentuckyAug 2021 to May 2022
- Hermitage Country ClubJan 2021 to Aug 2021
- Tarrant's WestJul 2020 to Dec 2020
- American FamilyMay 2019 to Jul 2020
- Dairy QueenApr 2019 to May 2019
- Student - Not Old Enough To WorkSep 2008 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8167222
- Firm CRD
- 319484