Cinthia E Saenz
Investment adviser representative at Delos Private Client Group, LLC
17 yearsExperience
1 stateRegistered in
$185.6MFirm assets
6 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 assetsHourlySubscriptionFixed 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
17 years in the industry.
- Delos Private Client Group, LLCMar 2026 to now
- Delos Wealth AdvisorsFeb 2026 to now
- Bank of America, N.A.Mar 2022 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jan 2026
- Amerisave Mortgage CorpSep 2020 to Mar 2022
- HomemakerMar 2020 to Sep 2020
- First Convenience BankNov 2009 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Delos Private Client Group, LLC
$185.6MAssets managed
95Clients
6Advisers
6 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
- 7529304
- Firm CRD
- 300734