Amaury De Barros Conti, financial advisor San Antonio TX

Amaury De Barros Conti

CRD Number: 2817975
Current Firm: Sendero Wealth Management, LLC

Amaury De Barros Conti (CRD# 2817975) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Sendero Wealth Management, LLC San Antonio, TX Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Amaury J. De Barros Conti
Phone Number: 210-805-0171
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,219
    MILLIONS
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $2,970,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

LA, NH, NM, TX

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