Lee Anne Przybyla
Investment adviser representative at Sendero Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Sendero Wealth Management, LLCOct 2023 to now
- Facet WealthJan 2022 to Oct 2023
- Broadway Wealth SolutionsSep 2019 to Jan 2022
- Broadway National BankNov 2018 to Aug 2019
- Coldwell Banker D'ann Harper RealtorsJan 2018 to Nov 2018
- UnemployedMay 2017 to Dec 2017
- USAA Financial Advisors, Inc.Feb 2010 to May 2017
- USAA Financial Planning ServicesFeb 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sendero Wealth Management, LLC
$6.5BAssets managed
369Clients
21Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4344256
- Firm CRD
- 145594