Robert Hall Wellington

Employer firm

Americana Partners, LLC CRD 301354

$9.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 04/2019
  Morgan Stanley
  Houston, TX
• 04/2019 → Present
  Americana Partners, Llc
  Houston, TX
• 04/2019 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → Present
  Saxony Securities, Inc
  St. Louis, MO

Previous Registrations

• 2009-06-01 → 2019-05-08
  Morgan Stanley
  Houston, TX
• 2008-12-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Houston, TX

Other Businesses

1) 1/2025 Saxony Securities, Inc. ; Investment Related; Broker Dealer/ Registered Representative; 6836 Bee Caves, Bld 3, Ste 204, Austin, TX78746; 4 hrs/mo during trading hours; 1 hour during trading hours 2) 4/2019 Americana Partners, LLC; Investment-related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; RIA; Managing Director/Founding Partner/IAR; 80 hours/mo during trading hours; 6.5 hours during trading hours; advise clients, client service, manage employees. 3) 8/2020 Americana Partners Planning Strategies.; Various Life Insurance Companies; Owner/Insurance agent; Investment Related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; 7 hours/mo during trading hours;, less than 1 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2008-12-03

Other Names

• Robert Hall Wellington
• Robert Hall Wellington
• Robert Hall Wellington Iv