Unclaimed Profile

Scott Rogers Mcmillian

SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 2, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFPClean record26 years registeredSENDERO WEALTH MANAGEMENT, LLC

250 W. NOTTINGHAM, SAN ANTONIO, TX 78209CRD# 2593578Firm CRD# 145594

Profile Verification

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

Identity

Scott Rogers Mcmillian · SAN ANTONIO, TX

Registration

CRD #2593578 · SENDERO WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SENDERO WEALTH MANAGEMENT, LLC

Jan 2008 – present

REDSTONE CONSULTING LLC

Dec 1999 – Jan 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · December 23, 1999

Years registered · 26

Professional designation · CFP

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 Scott Rogers Mcmillian offer?

Scott Rogers Mcmillian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Scott Rogers Mcmillian's credentials?

Scott Rogers Mcmillian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Rogers Mcmillian located?

Scott Rogers Mcmillian is based in SAN ANTONIO, Texas, working with SENDERO WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Scott Rogers Mcmillian charge for services?

Scott Rogers Mcmillian'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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