Adam Deeb
Professional summary
Adam Deeb is a registered financial advisor currently at 49 FINANCIAL located in Minneapolis, Minnesota.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Adam has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Deeb's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2026 - Present
49 FINANCIAL
Office #1: 30 South 9th Street 7th Floor, Minneapolis, MN 55402Primary Firm SEC Registration
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2026)
Current Firm
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,989 |
| AUM (Assets Under Management) | $ 871,379,407 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 02/25/2025 |
Red Flags
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Company Information
49 FINANCIAL
CRD#: 319484Minneapolis, MN 55402TRUST BUT VERIFY
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