Lee A. Przybyla
Professional summary
Lee Anne Przybyla, CFP®, who also goes by Lee Przybyla, Lee Anne Rambow, Lee Anne Schroer, Lee Anne Spadoni, is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Lee has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lee Anne Przybyla's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2024 - Present
SENDERO WEALTH MANAGEMENT, LLC
Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209January 18, 2022 - October 31, 2023
FACET
September 16, 2019 - January 14, 2022
BROADWAY WEALTH SOLUTIONS
April 19, 2010 - May 5, 2017
USAA FINANCIAL ADVISORS, INC.
March 22, 2010 - May 5, 2017
USAA FINANCIAL PLANNING SERVICES
September 8, 2009 - March 3, 2010
FORUM FINANCIAL MANAGEMENT, LP
October 7, 2003 - October 27, 2004
HORIZON FINANCIAL PLNNING LLC
February 9, 2001 - March 27, 2003
NORTHERN TRUST SECURITIES, 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
(1/24/2024)
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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