Christian Cancello
Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Christian Cancello? 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
11 years in the industry.
- 49 FinancialJun 2026 to now
- Resurgent Capital ServicesJun 2024 to Aug 2024
- Indaco GreenvilleMay 2023 to Aug 2023
- University of South CarolinaAug 2022 to May 2026
- Multi-pack SolutionsMay 2022 to Jul 2022
- Cracker BarrelJan 2022 to Feb 2022
- The BoondocksMay 2019 to Aug 2022
- St. Joseph Catholic SchoolAug 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8303500
- Firm CRD
- 319484