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Lee Anne Przybyla

Sendero Wealth Management, LLC

San Antonio, TX

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Current Employers
Sendero Wealth Management, Llc

250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-24
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. San Antonio TX 02/2010 05/2017
Usaa Financial Planning Services San Antonio TX 02/2010 05/2017
Sendero Wealth Management, Llc San Antonio TX 01/2026 Present
Broadway Wealth Solutions San Antonio TX 09/2019 01/2022
Broadway National Bank San Antonio TX 11/2018 08/2019
Unemployed San Antonio TX 05/2017 12/2017
Coldwell Banker D'ANn Harper Realtors San Antonio TX 01/2018 11/2018
Facet Wealth Baltimore MD 01/2022 10/2023
Sendero Wealth Management, Llc San Antonio TX 10/2023 01/2026
  • 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
CodeExamDate
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
  • 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
Other Names
  • Lee Anne Schroer
  • Lee Anne Rambow
  • Lee Anne Spadoni
  • Lee Anne Przybyla
  • Lee Przybyla

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
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