Elizabeth Buckthal, financial advisor San Antonio TX
88 score

Elizabeth Buckthal

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

Elizabeth Buckthal (CRD# 6420818) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sendero Wealth Management, LLC San Antonio, TX Dec 2014 - Current 1
Sendero Wealth Management, LLC San Antonio, TX Oct 2014 - Dec 2014 < 1
South Texas Money Manager San Antonio, TX Jun 2011 - Oct 2014 3
Rhodes College Memphis, TN Aug 2007 - May 2011 3
St. Stephens Episcopal Austin, TX Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Elizabeth A. Buckthal
Phone Number: 210-805-0171
Firm Website: http://www.sendero.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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


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Clean Record
This advisor has a clean track record with regulators.

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