Anthony Gracely, financial advisor Houston TX
96 score

Anthony Gracely

CRD Number: 4563728
Current Firm: Sarofim Fayez & Co

Anthony Gracely (CRD# 4563728) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fayez Sarofim & Company Houston, TX Dec 2011 - Current 5
Horizon Wind Energy Houston, TX Jul 2011 - Nov 2011 < 1
Self Employed Houston, TX Mar 2010 - Jun 2011 1
Morgan Stanley & Company Incorporated Houston, TX Aug 2007 - Feb 2010 2
E & G Investments, LP Houston, TX Dec 2003 - Jul 2007 3
E & G Advisors I, LLC Houston, TX Dec 2003 - Jul 2007 3
E & G Advisors LP Houston, TX Dec 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Anthony J. Gracely
Phone Number: 713-654-4484
Firm Website: http://www.sarofim.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    23,279
    MILLIONS
  • Total Number of Accounts
    4,838
    ACCOUNTS
  • Average Account Value
    $4,811,724
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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