Edward Hart has been Chairman of Sendero Wealth Management since August 2017, is a control person of the firm and directly owns under 5% of it. Edward Hart holds an MBA in finance.
Sendero Wealth Management, LLC is a San Antonio, TX firm with $6.51B under management, 369 clients and 19 advisers across 3 offices, as of its March 2026 filing.
Edward A. Hart is Partner and Chairman of Sendero Wealth Management, LLC. He began his career working with entrepreneurs in manufacturing and technology before earning an MBA in finance. Hart has been a Partner of the firm since joining in 2012 as Managing Director, and was named President in 2017.
- – present · 14 yearsSan Antonio, TX · Adviser representative · Firm CRD 145594
Investment adviser representative registrations
Edward Hart is registered as an investment adviser representative in Texas, since June 2012.
- TexasSince 8 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 June 2012 |
| Series 3 | National Commodity Futures Examination | 12 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 1999 |
| Series 7 | General Securities Representative Examination | 28 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Austin Hart
- CRD
- 2215591
- Firm
- Sendero Wealth Management · CRD 145594
- Role
- Chairman
- Office
- 250 W. NOTTINGHAM, SUITE 300, San Antonio, TX 78209
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sendero.com
Where does Edward Hart work?
Edward Hart has been Chairman of Sendero Wealth Management, LLC since August 2017, and is a control person of the firm.
Is Edward Hart a financial advisor?
Yes. Edward Hart has a current investment-adviser registration in Texas, through Sendero Wealth Management since June 2012.
How many years of experience does Edward Hart have?
Edward Hart has 26 years in the financial industry, since July 2000, across 1 adviser firm.
What exams has Edward Hart passed?
Edward Hart has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in September 1999. FINRA credited Edward Hart with the SIE, which began in October 2018.
Where is Edward Hart based?
Edward Hart’s registered office is in San Antonio, TX.
Is Edward Hart registered with FINRA?
Yes. Edward Hart has a current broker registration, under CRD 2215591.
Source: FINRA BrokerCheck
How can I verify Edward Hart’s record?
Search CRD 2215591 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Hart’s full registration record.
