Melissa Christine Giles
Investment adviser representative at Americana Partners, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.1BFirm assets
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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
15 years in the industry.
- Saxony Securities, Inc.Apr 2025 to now
- Americana Partners, LLCMay 2019 to now
- Purshe Kaplan Sterling InvestmentsMay 2019 to Nov 2024
- Morgan Stanley Smith Barney LLCDec 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5388781
- Firm CRD
- 301354