Chad Lindbergh Mabry

Sunbelt Securities

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

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

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Chad works as an investment advisor under the DBA Hunters Creek Advisors LLC, which operates under Sunbelt Securities Inc. This activity is investment-related and takes nearly full-time hours.

Employment History

Current Registrations

Sunbelt Securities, INC.Broker

August 2024 - Present · 1 yr 6 mos

Sunbelt Securities

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Weild & CO.Broker

April 2018 - June 2018 · 2 mos

Entoro Securities, LLCBroker

September 2017 - March 2018 · 6 mos

Fbr Capital Markets & CO.Broker

September 2015 - June 2017 · 1 yr 9 mos

Mlv & CO. LLCBroker

July 2013 - September 2015 · 2 yrs 2 mos

Klr Group, LLCBroker

May 2013 - July 2013 · 2 mos

Burnham Securities INC.Broker

June 2012 - April 2013 · 10 mos

Rodman & Renshaw, LLCBroker

July 2008 - March 2012 · 3 yrs 8 mos

Pritchard Capital Partners, LLCBroker

May 2007 - July 2008 · 1 yr 2 mos

State Registrations7 states

CACOFLMAMITXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.