Boston
Prachyl

49 Financial

CRD#6674692
Investment Advisor
in Jacksonville, FL

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About this Advisor

Boston Prachyl is a financial advisor based in Jacksonville, Florida, working with 49 Financial. Boston has previously held positions at Purshe Kaplan Sterling Investments, Ivystone Group LLC, Axa Advisors, Texas A&M Foundation, Texas A&M University, Thrivent Advisor Network, LLC, and 49 Wealth Management LLC. Boston has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Boston is part of 49 Financial, which operates out of Jacksonville, Florida. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13475 Atlantic Blvd. Unit 8 Suite M779
Jacksonville, FL 32225

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

FL Average: $3,042,739,679
Total Number of Employees

103

FL Average: 49
Total Number of Accounts

3,364

FL Average: 2,315
Average Account Size

$168,317

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Boston Prachyl Work History

2023 - Present (1 year)

49 Wealth Management LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC

2016 - 2020 (4 years)

Ivystone Group LLC

2016 - 2016 (< 1 year)

Axa Advisors

2013 - 2016 (3 years)

Texas A&M Foundation

2012 - 2016 (4 years)

Texas A&M University

Disclosures

Please visit the SEC profile of Boston Prachyl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 49 Financial

Samuel Sibley
Austin, TX
Cami Engelbert
Austin, TX
Banks Wilson
Austin, TX
Chase Carlson
Houston, TX
Mitchell Roper
Austin, TX
Maximilian Hillerbrand
Charlotte, NC
Jon Webb
Rogers, AR
Michael Defrees
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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