GC
GC

Gabriel Slade Cassell

8 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,455 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$6.1B

Fee Structure

Loading...

Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gabriel is an independent licensed insurance agent in Texas, specializing in general lines of life, accident, health, and HMO insurance. This activity is investment-related.

Employment History
Current Registrations
Americana Partners, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2019 - November 2024 · 5 yrs 2 mos
Morgan Stanley
May 2017 - July 2019 · 2 yrs 2 mos
Morgan StanleyBroker
April 2017 - July 2019 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Gabriel Slade Cassell - Financial Advisor | TrueAdvisor