Adviser team managing $6 billion at Morgan Stanley creates RIA
Houston-based Americana Partners is using Dynasty, Schwab and Addepar.
An adviser who manages $6 billion with a team of six other advisers and five support staffers at Morgan Stanley has created Americana Partners, a registered investment adviser based in Houston.
Joining Jason Fertitta at his new venture from Morgan Stanley are former colleagues Billy Busch and Sheld
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