Chad Lindbergh Mabry
Investment adviser representative at Sunbelt Securities
11 yearsExperience
4 statesRegistered in
$2.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sunbelt Securities, Inc.May 2024 to now
- Munich Re Trading LLCJun 2018 to Jun 2024
- Weild & CoApr 2018 to Jun 2018
- Entoro Capital, LLCAug 2017 to Mar 2018
- Entoro Securities, LLCAug 2017 to Mar 2018
- Fbr Capital Markets & Co.Sep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (CO, MI, TX, WA).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5321436
- Firm CRD
- 42180