William Carsey is a registered investment advisor, based in Houston, TX, with 18 years of industry experience.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent licensed insurance agent. He also serves as a board member for The Junior League of Houston Foundation, dedicating minimal time to this charitable activity.
Employment History
Current Registrations
Saxony Securities, INC.Broker
July 2025 - Present · 10 mos
Americana Partners, LLC
May 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
March 2013 - May 2025 · 12 yrs 2 mos
Morgan StanleyBroker
March 2013 - May 2025 · 12 yrs 2 mos
Monroe Vos Consulting Group, INC.
November 2007 - September 2012 · 4 yrs 10 mos
Mv Securities Group, INC.Broker
May 2007 - September 2012 · 5 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.