William Harger Carsey
Investment adviser representative at Americana Partners, LLC
13 yearsExperience
1 stateRegistered in
$9.1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Saxony Securities, Inc.Jul 2025 to now
- Americana Partners, LLCMay 2025 to now
- Morgan Stanley Private Bank, N.AJan 2015 to May 2025
- Morgan StanleyMar 2013 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Americana Partners, LLC
$9.1BAssets managed
1,818Clients
53Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5059455
- Firm CRD
- 301354