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Gregory Edward Muenster

Sendero Wealth Management, LLC

San Antonio, TX

CRD 1061479

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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:

Current Employers
Sendero Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-16
  • TX RA
    APPROVED
    Since 2020-12-16

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
Sendero Wealth Management, Llc San Antonio TX 11/2020 Present
Us Trust/Bank Of America San Antonio TX 02/1993 04/2017
Sendero Wealth Management, Llc San Antonio TX 07/2017 11/2020
Previous Registrations
  • 2009-10-23 → 2017-05-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2002-12-19 → 2009-10-23
    Banc Of America Investment Services, Inc.
    San Antonio, TX
    San Antonio, TX
Other Businesses

Senior Philanthropic Advisor, Sendero Family Enterprises, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-16
S66 Uniform Combined State Law Examination 2002-12-18
S63 Uniform Securities Agent State Law Examination 1996-01-09
  • S65 Uniform Investment Adviser Law Examination
    2020-12-16
  • S66 Uniform Combined State Law Examination
    2002-12-18
  • S63 Uniform Securities Agent State Law Examination
    1996-01-09
Other Names
  • Gregg Muenster

View on SEC IAPD

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