Lee Anne Przybyla

Employer firm

Sendero Wealth Management, LLC CRD 145594

$6.51B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 05/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 02/2010 → 05/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2026 → Present
  Sendero Wealth Management, Llc
  San Antonio, TX
• 09/2019 → 01/2022
  Broadway Wealth Solutions
  San Antonio, TX
• 11/2018 → 08/2019
  Broadway National Bank
  San Antonio, TX
• 05/2017 → 12/2017
  Unemployed
  San Antonio, TX
• 01/2018 → 11/2018
  Coldwell Banker D'ANn Harper Realtors
  San Antonio, TX
• 01/2022 → 10/2023
  Facet Wealth
  Baltimore, MD
• 10/2023 → 01/2026
  Sendero Wealth Management, Llc
  San Antonio, TX

Previous Registrations

• 2022-01-18 → 2023-10-31
  Facet
  West Palm Beach, FL
  New Braunfels, TX
• 2019-09-16 → 2022-01-14
  Broadway Wealth Solutions
  San Antonio, TX
  New Braunfels, TX
• 2010-03-22 → 2017-05-05
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2009-09-08 → 2010-03-03
  Forum Financial Management, Lp
  Lombard, IL
• 2003-10-07 → 2004-10-27
  Horizon Financial Plnning Llc
  Naperville, IL

Exams

• S66 Uniform Combined State Law Examination
  2009-10-21
• S65 Uniform Investment Adviser Law Examination
  2003-06-03
• S63 Uniform Securities Agent State Law Examination
  2001-04-10

Designations

• Certified Financial Planner

Other Names

• Lee Anne Schroer
• Lee Anne Rambow
• Lee Anne Spadoni
• Lee Anne Przybyla
• Lee Przybyla