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Chelsea Ann Herr

Texas Capital Bank Private Wealth Advisors

Austin, TX

Dallas, TX

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Current Employers
Texas Capital Bank Private Wealth Advisors

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-31
  • TX RA
    APPROVED
    Since 2024-07-31

Branch Locations

98 San Jacinto Suite 200, Austin, TX 78701 • United States

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • 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
Wells Fargo Private Bank Austin TX 05/2011 05/2024
Texas Capital Private Wealth Advisors Austin TX 05/2024 Present
Texas Capital Bank Austin TX 05/2024 Present
  • 05/2011 → 05/2024
    Wells Fargo Private Bank
    Austin, TX
  • 05/2024 → Present
    Texas Capital Private Wealth Advisors
    Austin, TX
  • 05/2024 → Present
    Texas Capital Bank
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-27
Other Names
  • Chelsea Ann Smolik

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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