Gregory
Rosner
49 Financial
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Rosner is a financial advisor who works out of Austin, Texas. Rosner is on the advisory team at 49 Financial. Rosner has gained experience at Dulles High School, Sugar Creek Swim Team, Texas A&M University, Moore Supply Company, Texas A&M Foundation, Group Threads, Axa Advisors. LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC Dba 49 Financial and 49 Wealth Management LLC. Rosner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. 49 Financial is a registered investment company that has its headquarters in Austin, TX. It administers $231 million in assets under management across its 2,262 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,262 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on the services offered. However, fee types billed by 49 Financial most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
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
Gregory Rosner Work History
Gregory has been registered as a financial advisor for 0 years.*
49 Wealth Management LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC Dba 49 Financial
Group Threads
Axa Advisors. LLC
Moore Supply Company
Moore Supply Company
Texas A&M Foundation
Sugar Creek Swim Team
Texas A&M University
Dulles High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Rosner 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Jacksonville, FL
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
