Elizabeth Buckthal Chilton, financial advisor San Antonio TX

Elizabeth Buckthal Chilton

CRD Number: 6420818
Current Firm: Sendero Wealth Management, LLC

Elizabeth Buckthal Chilton (CRD# 6420818) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sendero Wealth Management, LLC San Antonio, TX Dec 2014 - Current 9
Sendero Wealth Management, LLC San Antonio, TX Oct 2014 - Dec 2014 < 1
South Texas Money Manager San Antonio, TX Jun 2011 - Oct 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Elizabeth A. Buckthal Chilton
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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