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SUNBELT SECURITIES, INC.
SUNBELT SECURITIES, INC.
SUNBELT SECURITIES
HOUSTON, Texas
·
5 registered advisors
·
CRD# 42180
SEC# 801-71479
13
713-965-9510
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SUNBELT SECURITIES, INC.
5 registered advisors
Dagny Wright Young
HOUSTON, Texas
CRD# 2050615
David Anthony Smetek
HOUSTON, Texas
CRD# 1246996
Patrick Joseph Smetek
HOUSTON, Texas
CRD# 1052695
Raymond Joseph Miller
HOUSTON, Texas
CFP
CRD# 856248
Thomas Francis Buckley
HOUSTON, Texas
CRD# 1563361
05
Office Locations
HOUSTON, Texas
5 advisors
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Data sourced from SEC Form ADV filings. SUNBELT SECURITIES, INC. (CRD# 42180) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.