Sienna Monet Gomez

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2023 → Present
  Texas Capital Bank Private Wealth Advisors
  Houston, TX
• 08/2020 → 05/2023
  Kbfm Llc
  Nashville, TN
• 08/2016 → 05/2020
  Texas A&M University
  College Station, TX
• 09/2023 → 09/2023
  Unemployed
  Houston, TX
• 06/2023 → 08/2023
  Extended Travel
  Multiple Cities

Other Businesses

KBFM | KBFM is an entertainment business that provides services to international touring and recording artists, songwriters, producers, etc. | This position is not client facing nor will there be any client interactions at all. It is solely helping the founder/partner with back office items on an as needed basis. Items include creating and/or reviewing Excel spreadsheets or PPTs, helping interns, assisting with onboarding processes, or other miscellaneous items that arise. | Started 02/10/2024 | 7 Hours weekly | $30.00 hourly

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-23