Rodrigo Lopez carrillo
Investment adviser representative at Sendero Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$6.5BFirm assets
18 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
- Seminars and workshops
Experience
13 years in the industry.
- Sendero Wealth Management, LLCJun 2019 to now
- Sendero Wealth Management, LLCMay 2017 to May 2019
- Sendero Securities, LLCApr 2017 to May 2017
- Rackspace Hosting Inc.Apr 2016 to Apr 2017
- ST. Mary's UniversityMay 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
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
- 6635730
- Firm CRD
- 145594