Unclaimed Profile

Joshua John Caltrider

AMERICANA PARTNERS, LLC·HOUSTON, Texas

SIE, Series 6TO, Series 7, Series 66Clean record13 years registeredAMERICANA PARTNERS, LLC

811 LOUISIANA STREET, HOUSTON, TX 77002CRD# 6087643Firm CRD# 301354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua John Caltrider · HOUSTON, TX

Registration

CRD #6087643 · AMERICANA PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SAXONY SECURITIES, INC.

Mar 2025 – present

AMERICANA PARTNERS, LLC

Apr 2019 – present

MORGAN STANLEY

Sep 2012 – May 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 66

Registration record

First registered · September 10, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICANA PARTNERS, LLC

CRD 301354 · SEC 801-115018

AUM

$4.9B

Regulatory assets under management

Employees

5,825 client accounts

Services offered by AMERICANA PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AMERICANA PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua John Caltrider offer?

Joshua John Caltrider specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Joshua John Caltrider's credentials?

Joshua John Caltrider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua John Caltrider located?

Joshua John Caltrider is based in HOUSTON, Texas, working with AMERICANA PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Joshua John Caltrider charge for services?

Joshua John Caltrider's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICANA PARTNERS, LLC?

AMERICANA PARTNERS, LLC has approximately 45 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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