Amaury J. De Barros Conti
Professional summary
Amaury J De Barros Conti, who also goes by Amaury J Debarrosconti, is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas and SENDERO SECURITIES, LLC located in San Antonio, Texas.
Amaury is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Amaury has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amaury J De Barros Conti's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2012 - Present
SENDERO WEALTH MANAGEMENT, LLC
Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209April 16, 2012 - Present
SENDERO SECURITIES, LLC
Office #1: 250 W Nottingham Suite 300, San Antonio, TX 78209August 5, 2009 - March 13, 2012
PRESIDIO FINANCIAL SERVICES, INC.
May 13, 2004 - July 23, 2009
WADDELL & REED
April 7, 2000 - February 26, 2004
U.S. GLOBAL BROKERAGE, INC.
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
(8/30/2012)
Exams
FINRA
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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