Gabriel
Cassell

Americana Partners, LLC

CRD#6761125
Investment Advisor
in Houston, TX

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About this Advisor

Gabriel Cassell is a financial advisor based in Houston, Texas, working with Americana Partners, LLC. Gabriel has previously held positions at Morgan Stanley, Miles Service Corporation, Nacogdoches Air Conditioning, Morgan Stanley Private Bank, National Association, Americana Partners, LLC, and Purshe Kaplan Sterling Investments. Gabriel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gabriel is part of Americana Partners, LLC, which operates out of Houston, Texas. The firm has 5 offices and 45 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Americana Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

811 Louisiana Street Suite 2420
Houston, TX 77002

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Americana Partners, LLC Brokerage Details

Total Assets Under Management

$4,945,711,483

TX Average: $3,042,739,679
Total Number of Employees

45

TX Average: 49
Total Number of Accounts

5,825

TX Average: 2,315
Average Account Size

$849,049

TX Average: $1,314,358

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

2019 - Present (5 years)

Americana Partners, LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2017 - 2019 (2 years)

Morgan Stanley

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Miles Service Corporation

2014 - 2015 (1 year)

Nacogdoches Air Conditioning

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

David Warhoftig
Dallas, TX
Jake Walton
Houston, TX
Kaitlin Fossen
Houston, TX
Johnathan Schnitzer
Houston, TX
Benjamin Athens
Houston, TX
Joseph Savery
Houston, TX
Gabriel Cassell
Houston, TX
James Snelson
Houston, TX

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