Stephen Foster Bell
Investment adviser representative at Sendero Wealth Management, LLC
17 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
17 years in the industry.
- Sendero Wealth Management, LLCFeb 2024 to now
- Exencial Wealth Advisors, LLCJun 2022 to Dec 2023
- Broadway BankOct 2018 to Jun 2022
- UnemployedJan 2018 to Sep 2018
- Alsay Inc.Jan 2009 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7709699
- Firm CRD
- 145594