Gabriel
Cassell
Americana Partners, LLC
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About this Advisor
Gabriel Cassell is a financial advisor operating in Houston, Texas with 4 years of relevant experience. Cassell is an advisor for Americana Partners, LLC. Throughout their career, Cassell has worked at Morgan Stanley, Miles Service Corporation, Nacogdoches Air Conditioning, Port A Cool LLC, Stephen F. Austin State University, Morgan Stanley Private Bank, National Association, Americana Partners, LLC and Purshe Kaplan Sterling Investments. Cassell has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Americana Partners, LLC is an advisory business that has its headquarters in Houston, TX. The investment advisory business has offices in four locations and a total of 42 employees. It controls $4 billion in assets between its 2,560 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 34 charities and foundations. Of its 2,560 accounts, 46% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Americana Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. However, fees billed by Americana Partners, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Americana Partners, LLC Brokerage Details
$3,832,019,871
42
2,560
$1,496,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gabriel Cassell Work History
Gabriel has been registered as a financial advisor for 4 years.*
Americana Partners, LLC
Purshe Kaplan Sterling Investments
Morgan Stanley
Morgan Stanley Private Bank, National Association
Miles Service Corporation
Nacogdoches Air Conditioning
Stephen F. Austin State University
Port A Cool LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabriel Cassell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Americana Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Austin, TX
Houston, TX
Houston, TX
Houston, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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