Chad Lindbergh Mabry

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 06/2017
  Fbr Capital Markets & Co.
  Houston, TX
• 08/2017 → 03/2018
  Entoro Securities, Llc
  Houston, TX
• 08/2017 → 03/2018
  Entoro Capital, Llc
  Houston, TX
• 06/2018 → 06/2024
  Munich Re Trading Llc
  The Woodlands, TX
• 04/2018 → 06/2018
  Weild & Co
  Boulder, CO
• 05/2024 → Present
  Sunbelt Securities Inc
  Houston, TX

Other Businesses

Hunters Creek Advisors LLC (DBA): Investment related. 2700 Post Oak Blvd, Ste 1700, Houston, TX 77056. DBA under Sunbelt Securities Inc. Investment advisor. Start: 11/2024. 40 hours a week, all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-15
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Other Names

• Chad Mabry