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Jeffrey D
Series 66
Houston, TX
E & G Advisors, LLC
Jeffrey Dastmalchian is a financial advisor with E & G Advisors, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He has been with E & G Advisors since 2018. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations, overseeing approximately $707 million in assets. The firm employs an investment approach that integrates Modern Portfolio Theory, macroeconomic analysis, and fundamental research across diversified asset classes.
Mark E
Series 63, Series 65
Houston, TX
E & G Advisors, LLC
Mark Easley is a financial advisor at E & G Advisors, LLC in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2003. Outside of his advisory role, Easley serves as a city municipal judge in Hedwig Village and Hunters Creek, Texas. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.
Saif O
Series 63, Series 65
Houston, TX
E & G Advisors, LLC
Saif Omer is a financial advisor at E & G Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2012. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis to manage diversified allocations across various securities, overseeing approximately $707 million in discretionary assets.
Adam G
Series 65
Houston, TX
E & G Advisors, LLC
Adam Gracely is a financial advisor at E & G Advisors, LLC in Houston, TX, holding a Series 65 designation with 20 years of industry experience. He has been with related entities of E & G Advisors since 2007. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and various types of trusts and organizations, managing approximately $707 million in assets. The firm combines Modern Portfolio Theory with macroeconomic and fundamental analysis to create diversified investment allocations, typically managing accounts on a discretionary basis.
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