Gregory Muenster, financial advisor San Antonio TX

Gregory Muenster

CRD Number: 1061479
Current Firm: Sendero Wealth Management, LLC

Gregory Muenster (CRD# 1061479) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Sendero Wealth Management, LLC San Antonio, TX Nov 2020 - Current 3
Sendero Wealth Management, LLC San Antonio, TX Jul 2017 - Nov 2020 3
Us Trust/bank Of America San Antonio, TX Feb 1993 - Apr 2017 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S66 NASAA Uniform Combined State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Dec 2020
Contact Info for Gregory E. Muenster
Phone Number: 210-805-0171
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,926
    MILLIONS
  • Total Number of Accounts
    1,517
    ACCOUNTS
  • Average Account Value
    $2,588,150
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, TX

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