Unclaimed Profile

Robert Lee Stillwell

AMERICANA PARTNERS, LLC·HOUSTON, Texas

Series 7, Series 63, Series 65Clean record4 years registeredAMERICANA PARTNERS, LLC

811 LOUISIANA STREET, HOUSTON, TX 77002CRD# 5481514Firm CRD# 301354

Profile Verification

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

Identity

Robert Lee Stillwell · HOUSTON, TX

Registration

CRD #5481514 · AMERICANA PARTNERS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

AMERICANA PARTNERS, LLC

Mar 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 5, 2022

Years registered · 4

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 Robert Lee Stillwell offer?

Robert Lee Stillwell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Robert Lee Stillwell's credentials?

Robert Lee Stillwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lee Stillwell located?

Robert Lee Stillwell is based in HOUSTON, Texas, working with AMERICANA PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Robert Lee Stillwell charge for services?

Robert Lee Stillwell'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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