Gregory Rosner (CRD# 6797763) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 6 years of experience in the finance industry.
CRD# 6753755
Edward Jones
CRD# 5993258
Edward Jones
CRD# 1025249
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis, MN | Jan 2024 - Current | < 1 |
| 49 Wealth Management LLC | Austin, TX | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Nov 2019 - Jan 2024 | 4 |
| Thrivent Advisor Network, Llc Dba 49 Financial | Austin, TX | Jun 2020 - Dec 2022 | 2 |
| Axa Advisors. LLC | New York, NY | Aug 2017 - Nov 2019 | 2 |
| Unemployed | Sugarland, TX | May 2017 - Jun 2017 | < 1 |
| Group Threads | College Station, TX | Jan 2017 - May 2017 | < 1 |
| Texas A&m University | College Station, TX | Aug 2013 - May 2017 | 3 |
| Moore Supply Company | Houston, TX | May 2016 - Aug 2016 | < 1 |
| Texas A&m Foundation | College Station, TX | Aug 2015 - May 2016 | < 1 |
| Moore Supply Company | Houston, TX | May 2015 - Aug 2015 | < 1 |
| Sugar Creek Swim Team | Sugarland, TX | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- NC
- TX
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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