Unclaimed Profile

Erick George Revelle Kuebler

SANDERS MORRIS, LLC·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 6522 years registeredSANDERS MORRIS, LLC

600 TRAVIS, HOUSTON, TX 77002-3003CRD# 2319437Firm CRD# 20580

Profile Verification

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

Identity

Erick George Revelle Kuebler · HOUSTON, TX

Registration

CRD #2319437 · SANDERS MORRIS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SANDERS MORRIS LLC

Dec 2016 – present

J.P. MORGAN SECURITIES LLC

Feb 2004 – Nov 2016

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 3, 2004

Years registered · 22

Disclosure History

2025Customer Dispute·Pending

2017Customer Dispute·Award / Judgment

1999Customer Dispute·Award / Judgment

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SANDERS MORRIS LLC

CRD 20580 · SEC 801-66300

AUM

$820M

Regulatory assets under management

Employees

729 client accounts

Services offered by SANDERS MORRIS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SANDERS MORRIS LLC →

Introduction

Speak with Erick George Revelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erick George Revelle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erick George Revelle Kuebler offer?

Erick George Revelle Kuebler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Erick George Revelle Kuebler's credentials?

Erick George Revelle Kuebler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erick George Revelle Kuebler located?

Erick George Revelle Kuebler is based in HOUSTON, Texas, working with SANDERS MORRIS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Erick George Revelle Kuebler charge for services?

Erick George Revelle Kuebler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDERS MORRIS, LLC?

SANDERS MORRIS, LLC has approximately 28 employees and manages $820M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →