Founding Partner/8/2024 Chief Operating Officer · Americana Partners, LLC
Robert H. Wellington
CRD 5600454 · Named on Form ADV at one SEC-registered adviser
At a glance
Americana Partners, LLC, an SEC-registered wealth manager based in Houston, TX with $9.1 billion in regulatory assets, lists Robert H. Wellington on its Form ADV as Founding Partner/8/2024 Chief Operating Officer, a control person.
Firms and roles
- Americana Partners, LLCFounding Partner/8/2024 Chief Operating OfficerWealth manager · Houston, TX · $9.1B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2008 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason L. FertittaChief Executive Officer/founding Partner, Americana Partners, LLC
- Alex C. ZengoChief Compliance Officer/managing Director, Americana Partners, LLC
- Ronald E. ThackerPresident/managing Director, Americana Partners, LLC
- Michael K. MitchellChief Financial Officer, Americana Partners, LLC
- Melissa C. GilesChief Platform Officer, Americana Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.