TrueAdvisor
TrueAdvisor
LR
LR

Leo Reichle

Sunbelt Securities
36 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Leo Reichle is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 36 years of industry experience. Leo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.

Sunbelt Securities
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
6,241 clients
Average Client Portfolio
$423K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2025
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Leo raises money for Texas Children's Cancer Center by organizing an annual golf tournament. This activity is not investment-related.

Employment History
Current Registrations
Sunbelt Securities, INC.Broker
July 2025 - Present · 1 yr 3 mos
Sunbelt Securities
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
October 2018 - August 2025 · 6 yrs 10 mos
Oppenheimer & CO. INC.
October 2018 - August 2025 · 6 yrs 10 mos
Hilltop Securities Independent Network INC.
February 2016 - November 2018 · 2 yrs 9 mos
Hilltop Securities Independent Network INC.Broker
February 2016 - November 2018 · 2 yrs 9 mos
Partners Investment Advisors
November 2002 - July 2003 · 8 mos
Century Securities Associates, INC.Broker
August 2002 - March 2016 · 13 yrs 7 mos
Century Securities Associates INC
August 2002 - March 2016 · 13 yrs 7 mos
Cibc World Markets CORP.Broker
June 2000 - August 2002 · 2 yrs 2 mos
J.C. Bradford & CO.Broker
June 1998 - June 2000 · 2 yrs
Cibc Oppenheimer CORP.Broker
February 1996 - July 1998 · 2 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1995 - February 1996 · 1 yr 1 mo
Alex. Brown & Sons IncorporatedBroker
September 1993 - February 1995 · 1 yr 5 mos
Mmar Group, INC.Broker
June 1990 - September 1993 · 3 yrs 3 mos
Masterson Moreland Sauer Whisman, INC.Broker
December 1989 - May 1990 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →