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Thomas Joseph Chretien

Sunbelt Securities, Inc.

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About Thomas Joseph Chretien

Thomas Joseph Chretien is an investment advisor representative registered with Sunbelt Securities, Inc., a broker-dealer headquartered in Houston, TX. Thomas has been in the industry since 1996 and has worked with both Morgan Stanley and Morgan Stanley Smith Barney in the past. Thomas has extensive experience advising high net worth individuals and corporations. He is also experienced in providing financial planning and portfolio management for individuals, businesses, and investment companies. Thomas is currently registered in Arizona, Arkansas, Connecticut, Louisiana, Texas, Virginia, Washington and Wyoming.

Firm Information

Thomas Chretien is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Chretien’s Registration & Firm History

TX

04/23/2019 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

06/01/2009 - 03/19/2019

MORGAN STANLEY (HOUSTON TX)

TX

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)

TX

06/24/1998 - 04/02/2007

MORGAN STANLEY DW INC. (HOUSTON TX)

MI

03/17/1997 - 06/08/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

10/09/1996 - 02/27/1997

RAS SECURITIES CORP. (NEW YORK NY)

NY

11/30/1995 - 04/10/1996

H.J. MEYERS & CO., INC. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 09/04/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas Joseph Chretien. Review regulatory record here.
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