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Andrew Collie Wilson

Investment Adviser Representative at 49 Financial

Austin, TXCRD #8154558Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Collie Wilson is an investment adviser representative with 49 Financial in Austin, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

3711 S Mopac Expy, Suite 150
Austin, TX 78746

Advisors at this office: 47

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

49 FinancialCurrent
11/21/2025 – Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Full Time Education
    Jan 2015 – Jun 2020Nashville, TN
  2. Belle Meade Country Club
    Jun 2020 – Jul 2020Nashville, TN
  3. Full Time Education
    Jul 2020 – Jun 2022Fort Worth, TX
  4. Nautical Boat Club
    Jun 2022 – Jul 2022Nashville, TN
  5. Full Time Education
    Jul 2022 – Jun 2024Fort Worth, TX
  6. ADP
    Jun 2024 – Aug 2024La Palma, CA
  7. TCU Sales Center (Texas Christian University)
    Dec 2023 – May 2025Fort Worth, TX
  8. 49 Financial
    May 2025 – no end date reportedAustin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 49 Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
138
Offices listed on AdvisorFinder:
10
Main office:
Austin, TX
SEC file number:
801-123687

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

Other advisors at 49 Financial

Showing 12 of 138 in the directory

View 49 Financial firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Collie Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Collie Wilson (49 Financial) - Fees & Credentials