Unclaimed Profile

Lisa Gayle Kahn-Smith

SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 14, Series 24, Series 63, Series 65, Series 99TOClean record26 years registeredSENDERO WEALTH MANAGEMENT, LLC

250 W. NOTTINGHAM, SAN ANTONIO, TX 78209CRD# 2427440Firm CRD# 145594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Gayle Kahn-Smith · SAN ANTONIO, TX

Registration

CRD #2427440 · SENDERO WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SENDERO WEALTH MANAGEMENT, LLC

SENDERO WEALTH MANAGEMENT, LLC

Jan 2008 – Oct 2022

SAN ANTONIO, TX

REDSTONE CONSULTING LLC

Jan 2000 – Jan 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENDERO WEALTH MANAGEMENT, LLC

CRD 145594 · SEC 801-68572

AUM

$5.2B

Regulatory assets under management

Employees

1,757 client accounts

Services offered by SENDERO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SENDERO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Gayle Kahn-Smith offer?

Lisa Gayle Kahn-Smith specializes in Financial Planning, Investment Management, Wealth Management.

What are Lisa Gayle Kahn-Smith's credentials?

Lisa Gayle Kahn-Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Gayle Kahn-Smith located?

Lisa Gayle Kahn-Smith is based in SAN ANTONIO, Texas, last registered with SENDERO WEALTH MANAGEMENT, LLC.

How does Lisa Gayle Kahn-Smith charge for services?

Lisa Gayle Kahn-Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENDERO WEALTH MANAGEMENT, LLC?

SENDERO WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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