Unclaimed Profile

William Sheldon Busch

AMERICANA PARTNERS, LLC·HOUSTON, Texas

SIE, Series 7, Series 31, Series 66CFPClean record17 years registeredAMERICANA PARTNERS, LLC

811 LOUISIANA STREET, HOUSTON, TX 77002CRD# 5570827Firm CRD# 301354

Profile Verification

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

Identity

William Sheldon Busch · HOUSTON, TX

Registration

CRD #5570827 · AMERICANA PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

AMERICANA PARTNERS, LLC

Apr 2019 – present

MORGAN STANLEY

Jun 2009 – May 2019

AUSTIN, TX

MORGAN STANLEY & CO. INCORPORATED

Apr 2009 – Jun 2009

AUSTIN, TX

UBS FINANCIAL SERVICES INC.

Oct 2008 – May 2009

ADDISON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 13, 2008

Years registered · 17

Professional designation · CFP

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 William Sheldon Busch offer?

William Sheldon Busch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are William Sheldon Busch's credentials?

William Sheldon Busch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Sheldon Busch located?

William Sheldon Busch is based in HOUSTON, Texas, working with AMERICANA PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does William Sheldon Busch charge for services?

William Sheldon Busch'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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