Financial ADVSR advisor directory · SEC adviser records
Sendero Wealth Management, LLC financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Sendero Wealth Management, LLC office in San Antonio, A to Z.
The short answer
17 registered advisors work at Sendero Wealth Management, LLC in San Antonio, out of 17 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Sendero Wealth Management, LLC advisors in San Antonio, A to Z
Every Sendero Wealth Management, LLC advisor →- Stephen F. BellInvestment adviser rep
- Elizabeth A. Buckthal ChiltonChartered Financial Analyst
- Laura F. CantuInvestment adviser rep
- Jake T. CarlyleInvestment adviser rep
- Amaury J. De Barros ContiInvestment adviser rep
- Eric M. GallardoInvestment adviser rep
- Julie K. GerronChartered Financial Analyst
- Edward A. HartAlso a broker rep
- Edwin C. Kreusel Jr.Chartered Financial Analyst
- Tara D. MaxwellAlso a broker rep
- Scott R. McMillianCertified Financial Planner · Also a broker rep
- Frederick W. MiddletonAlso a broker rep
- Gregory E. MuensterInvestment adviser rep
- Ariel Palomo Jr.Also a broker rep
- Lee A. PrzybylaCertified Financial Planner
- George H. WatsonAlso a broker rep
- Thomas O. YagerChartered Financial Consultant · Also a broker rep
Sendero Wealth Management, LLC advisors in every city and state →Sendero Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 133Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Frost Investment Services 81Morgan Stanley 78LPL Financial LLC 77Capital Client Group, Inc. 56Edward Jones 55Strategic Advisers LLC 55Victory Capital Management Inc. 55Ameriprise Financial Services, LLC 47State Farm Investment Management Corp. 43Usaa Investment Services Company 38
Questions
How many financial advisors does Sendero Wealth Management, LLC have in San Antonio?
17 investment adviser representatives are registered at Sendero Wealth Management, LLC offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Sendero Wealth Management, LLC one of the largest advisor employers in San Antonio?
Sendero Wealth Management, LLC ranks number 29 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 133.
How do I check a Sendero Wealth Management, LLC advisor in San Antonio?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.