Scott Rogers Mcmillian

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

• 12/2007 → 01/2025
  Sendero Wealth Management
  San Antonio, TX
• 07/2008 → 06/2025
  Sendero Securities,Llc
  San Antonio, TX
• 06/2025 → Present
  Sendero Securities, Llc
  San Antonio, TX
• 01/2025 → Present
  Sendero Wealth Management
  San Antonio, TX

Previous Registrations

• 1999-12-23 → 2008-01-02
  Hitherlane Partners, Llc
  San Antonio, TX
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-05
• S65 Uniform Investment Adviser Law Examination
  1995-02-21

Designations

• Certified Financial Planner

Other Names

• Scott Mcmillan