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Financial ADVSR advisor directory · SEC adviser records

Sendero Wealth Management, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Sendero Wealth Management, LLC office in Texas, by city and A to Z.

The short answer

17 registered advisors work at Sendero Wealth Management, LLC in Texas, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in San Antonio (17). 2 list the CFP designation and 7 are also registered broker representatives.

Sendero Wealth Management, LLC advisors by city in Texas

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San Antonio 17

Sendero Wealth Management, LLC advisors in Texas, A to Z

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Sendero Wealth Management, LLC advisors in every state →Sendero Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Sendero Wealth Management, LLC financial advisors are in Texas?

17 investment adviser representatives are registered at Sendero Wealth Management, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Where in Texas does Sendero Wealth Management, LLC have the most advisors?

San Antonio, with 17. Sendero Wealth Management, LLC has advisors in 1 city in Texas.

How do I check a Sendero Wealth Management, LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sendero Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.