Michael Paul Schaufele
Investment adviser representative at Americana Partners, LLC
12 yearsExperience
1 stateRegistered in
$9.1BFirm assets
7 yearsFirm in business
Are you Michael Paul Schaufele? Claim your profile
Contact this firm
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
12 years in the industry.
- Americana Partners, LLCJul 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Oct 2020 to Nov 2024
- Goldman, Sachs & Co.Nov 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2020
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
- 6425253
- Firm CRD
- 301354