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Matthew Aaron Nussbaum

Americana Partners, LLC

Golden, CO

Houston, TX

CRD 6779765

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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:

Current Employers
Americana Partners, Llc

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-05
CO RA APPROVED 2026-03-05
TX RA APPROVED 2026-03-05
  • CA RA
    APPROVED
    Since 2026-03-05
  • CO RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-05

Branch Locations

Golden, CO • United States

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L&S Advisors, Inc. Los Angeles CA 04/2017 03/2026
Prestige Estate Agency Los Angeles CA 06/2016 04/2017
Americana Partners, Llc Houston TX 03/2026 Present
  • 04/2017 → 03/2026
    L&S Advisors, Inc.
    Los Angeles, CA
  • 06/2016 → 04/2017
    Prestige Estate Agency
    Los Angeles, CA
  • 03/2026 → Present
    Houston, TX
Previous Registrations
Other Businesses

1) UCLA Department of Economics; Non-Investment related; 555 Westwood Plaza, Los Angeles, CA 90095; lecturing undergraduate economics students; Investor in Residence (Volunteer); since 5/2018; approx. 5 hrs./mo. - 0 during trading hours; prepare case studies, power point presentations, and Bloomberg terminal demonstrations, and lecture with Q&A. 2) CFA Institute - Practice Analysis Working Body, Volunteer Member of CFA Institute committee ; Non-Investment related; 915 E High St, Charlottesville, VA 22902; Participation in committee that develops curriculum for future CFA exams; Since 2/2019; Approx. 2.5 hrs./mo. - 0 during trading hours; Answer surveys and questions about the importance of certain topics and information related to a specific subject area as it aligns with the CFA curriculum

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-05
S63 Uniform Securities Agent State Law Examination 2013-10-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-05
  • S63 Uniform Securities Agent State Law Examination
    2013-10-04
Designations
  • Chartered Financial Analyst
Other Names
  • Matt Nussbaum

View on SEC IAPD

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