RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Anthony John Gracely
- Title
- Senior Research Analystreportedsarofim.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Fayez Sarofim & Co. mixed wealth currentsince Aug 23, 2012 · Houston, Tx
- Sarofim Trust Co independent RIA currentsince Aug 23, 2012 · Houston, Tx
- Sarofim International Management Co mixed wealth currentsince Aug 23, 2012 · Houston, Tx
- Sarofim Advisors Group Inc formerAug 23, 2012 to Mar 26, 2014 · Houston, Tx
- Morgan Stanley & Co. LLC unclassifiedAug 10, 2007 to Mar 2, 2010 · Houston, Tx
- E & G Advisors, LLC independent RIAMar 2, 2005 to Jul 6, 2007 · Houston, Tx
- Sarofim Advisors Group Inc to Sarofim Trust Coleft Mar 26, 2014, registered Aug 23, 2012 (-580 days) · Other
- Morgan Stanley & Co. LLC to Sarofim Advisors Group Incleft Mar 2, 2010, registered Aug 23, 2012 (905 days) · Other
- E & G Advisors, LLC to Morgan Stanley & Co. LLCleft Jul 6, 2007, registered Aug 10, 2007 (35 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address