Unclaimed Profile

David Edwin Hicks

SUSTAINABLE WOODLANDS PARTNERS, LLC·HOUSTON, Texas

SIE, Series 7, Series 7TO, Series 31, Series 66, Series 79TOCFAClean record20 years registeredSUSTAINABLE WOODLANDS PARTNERS, LLC

4265 SAN FELIPE ST, HOUSTON, TX 77027CRD# 3253023Firm CRD# 157862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Edwin Hicks · HOUSTON, TX

Registration

CRD #3253023 · SUSTAINABLE WOODLANDS PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUSTAINABLE WOODLANDS PARTNERS, LLC

SUSTAINABLE WOODLANDS PARTNERS, LLC

Jul 2011 – Jul 2021

HOUSTON, TX

SALIENT CAPITAL ADVISORS, LLC

Apr 2011 – Jul 2021

HOUSTON, TX

INTEGRITY CAPITAL, LLC

Feb 2011 – Oct 2015

HOUSTON, TX

ENDOWMENT ADVISERS, L.P.

May 2007 – Mar 2021

HOUSTON, TX

GHE ADVISERS, L.P.

Apr 2007 – Oct 2011

HOUSTON, TX

SALIENT ADVISORS, L.P.

Jun 2006 – Jul 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 31

Series 66

Series 79TO

Registration record

First registered · June 6, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUSTAINABLE WOODLANDS PARTNERS, LLC

CRD 157862 · SEC 801-72527

AUM

$121M

Regulatory assets under management

Employees

1 client accounts

Services offered by SUSTAINABLE WOODLANDS PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SUSTAINABLE WOODLANDS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David Edwin Hicks offer?

David Edwin Hicks specializes in Retirement Planning.

What are David Edwin Hicks's credentials?

David Edwin Hicks holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Edwin Hicks located?

David Edwin Hicks is based in HOUSTON, Texas, last registered with SUSTAINABLE WOODLANDS PARTNERS, LLC.

How does David Edwin Hicks charge for services?

David Edwin Hicks's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUSTAINABLE WOODLANDS PARTNERS, LLC?

SUSTAINABLE WOODLANDS PARTNERS, LLC has approximately 12 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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