Sydney Warning Ramos
Investment adviser representative at 49 Financial
17 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
17 years in the industry.
- 49 FinancialJun 2026 to now
- Texas A&m Chemical EngineeringApr 2025 to May 2026
- Texas A&m Office for Youth EngagementJan 2024 to Jan 2025
- Reveille RanchSep 2023 to Nov 2023
- Texas A&m Geological Environmental Research GroupJan 2023 to May 2023
- Texas A&m UniversityMay 2022 to May 2026
- Pengu Swim SchoolJan 2021 to Jul 2022
- KohlsOct 2020 to Jan 2021
- Harvest Market GrocersMar 2020 to Aug 2020
- The Harvest Methodist ChurchSep 2019 to May 2022
- Fort Bend IsdAug 2009 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
- 8303395
- Firm CRD
- 319484