Heinrich Grobler
Investment adviser representative at Sunbelt Securities
17 yearsExperience
8 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
17 years in the industry.
- Sunbelt Securities, Inc.Jul 2021 to now
- UnemployedDec 2020 to Jun 2021
- Hightower Advisors LLCNov 2018 to Nov 2020
- Hightower Securities LLCSep 2018 to Nov 2020
- Salient Private Client, LLCAug 2017 to Aug 2018
- Salient Capital Advisors, LLCFeb 2013 to Oct 2017
- Salient Capital, L.P.Apr 2011 to Aug 2018
- Salient Partners, L.P.Dec 2009 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 8 states (CO, LA, MI, MS, NY, SC, 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
- 5908779
- Firm CRD
- 42180