Investment adviser representative · Sendero Wealth Management, LLC
Rodrigo Lopez Carrillo
CRD 6635730 · San Antonio, TX
At a glance
Rodrigo Lopez Carrillo is an investment adviser representative with Sendero Wealth Management, LLC in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rodrigo’s SEC record dates to 2017, about 8 years ago.
Current advisory firm
- Sendero Wealth Management, LLCSince June 2019San Antonio, TX · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rodrigo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sendero Wealth Management, LLC
- Stephen F. BellSan Antonio
- Elizabeth A. Buckthal ChiltonSan Antonio · Chartered Financial Analyst
- Laura F. CantuSan Antonio
- Jake T. CarlyleSan Antonio
- Elizabeth F. CrawfordSan Antonio
- Richard T. DaviesSan Antonio
- Amaury J. De Barros ContiSan Antonio
- Eric M. GallardoSan Antonio
Every advisor at Sendero Wealth Management, LLC →Sendero Wealth Management, LLC: assets, clients and custodians →Financial advisors in San Antonio, TX →Every Sendero Wealth Management, LLC advisor in San Antonio →Advisor Moves: who changed firms this week →