Gregory E. Muenster
Professional summary
Gregory Edward Muenster, who also goes by Gregg Muenster, is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Gregory has worked at 3 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Edward Muenster's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 16, 2020 - Present
SENDERO WEALTH MANAGEMENT, LLC
Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209October 23, 2009 - May 9, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - May 9, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 19, 2002 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 2, 2001 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 26, 1982 - October 1, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SENDERO WEALTH MANAGEMENT, LLC
CRD#: 145594 / SEC#: 801-68572
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/16/2020)
Exams
Current Firm
SENDERO WEALTH MANAGEMENT, LLC
CRD#: 145594 / SEC#: 801-68572
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,842 |
| AUM (Assets Under Management) | $ 5,823,154,458 |
Red Flags
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