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Stephen Reed Davis

49 Financial

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About Stephen Reed Davis

Stephen Davis is a registered investment advisor representative with 49 Financial. Stephen is also a registered representative with Oakwood Capital Securities. Stephen's registration date is January 4, 2023. Stephen is a licensed financial professional and provides financial advice to clients. Stephen has experience working with high-net-worth individuals and individuals other than high-net-worth. Stephen works in the Austin, Texas area. Stephen has a Series 65 and a Series 63 license. Stephen's previous employers include Purshe Kaplan Sterling Investments.

Firm Information

Stephen Davis is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Davis’s Registration & Firm History

TX

01/04/2023 - Present

49 Financial (AUSTIN TX)

TX

02/09/2021 - 01/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

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Licenses & Designations

IA

Issued 09/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Reed Davis.
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