Melissa Giles has been Chief Platform Officer of Americana Partners since March 2026, is not listed as a control person, but directly owns under 5% of the firm. Melissa Giles holds a Bachelor of Science in Business Administration from the University of Missouri-Columbia.
Americana Partners, LLC is a Houston, TX firm with $9.1B under management, 1,818 clients and 34 advisers across 11 offices, as of its September 2026 filing.
Melissa Giles is Chief Platform Officer of Americana Partners, where she leads the firm's technology, data, operations, and platform strategy. Before serving as Chief Platform Officer, she was Executive Director of Portfolio and Platform Management at Americana Partners. She began her financial services career with Northwestern Mutual before joining Morgan Stanley in 2011.
Melissa Giles’ longest registration was 7 years at Morgan Stanley (2011–2019). Before joining Americana Partners in 2022, Melissa Giles was registered through Morgan Stanley and Northwestern Mutual Investment Services,llc.
- Americana Partners, LLCCurrent– present · 4 yearsAustin, TX · Adviser representative · Firm CRD 301354
- Morgan Stanley– · 7 yearsAustin, TX · Adviser representative · Firm CRD 149777
- Northwestern Mutual Investment Services,llc– · 1 yearSalt Lake Cty, UT · Adviser representative · Firm CRD 2881
Professional designations
Listed by Americana Partners
- CFP®
Investment adviser representative registrations
Melissa Giles is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 10 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 9 November 2015 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 7 February 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 January 2013 |
| Series 31 | Futures Managed Funds Examination | 21 September 2012 |
| Series 66 | Uniform Combined State Law Examination | 7 March 2008 |
| Series 7 | General Securities Representative Examination | 11 December 2007 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa Christine Giles
- CRD
- 5388781
- Firm
- Americana Partners · CRD 301354
- Role
- Chief Platform Officer
- Office
- 6836 Bee Caves Road, Suite III-204, Austin, TX 78746
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- americanapartners.com
Where does Melissa Giles work?
Melissa Giles has been Chief Platform Officer of Americana Partners, LLC since March 2026.
Is Melissa Giles a financial advisor?
Yes. Melissa Giles has a current investment-adviser registration in Texas, through Americana Partners since January 2022.
How many years of experience does Melissa Giles have?
Melissa Giles has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Melissa Giles passed?
Melissa Giles has passed 7 licensing exams: the Series 7, Series 66, Series 31, Series 9, Series 10, Series 3 and Series 99TO. The earliest, the Series 7, was passed in December 2007. FINRA credited Melissa Giles with the SIE, which began in October 2018.
Where did Melissa Giles work before Americana Partners?
Before Americana Partners, Melissa Giles was registered through Morgan Stanley, December 2011 to May 2019; Northwestern Mutual Investment Services,llc, March 2010 to December 2011.
Where is Melissa Giles based?
Melissa Giles’ registered office is in Austin, TX.
Is Melissa Giles registered with FINRA?
Yes. Melissa Giles has a current broker registration, under CRD 5388781.
Source: FINRA BrokerCheck
Is Melissa Giles a CFP?
Americana Partners lists Melissa Giles with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Melissa Giles, CFP® biography, americanapartners.com
How can I verify Melissa Giles’ record?
Search CRD 5388781 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melissa Giles’ full registration record.
