Shaina Buegeler
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
10 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Tcbi SecuritiesFeb 2023 to now
- Texas Capital Bank Private Wealth AdvisorsMay 2022 to now
- Texas Capital BankMay 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2022
- TD AmeritradeMar 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 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
- 6627850
- Firm CRD
- 298422