Adam G Gracely
Investment adviser representative at E & G Advisors, LLC
19 yearsExperience
1 stateRegistered in
$706.9MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- E & G Advisors I, LLCMay 2007 to now
- E & G Advisors, LLCOct 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
E & G Advisors, LLC
$706.9MAssets managed
370Clients
4Advisers
12 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
- 5238247
- Firm CRD
- 130550