AdFi
RH

Robert Hall Wellington IV

Investment Adviser Representative at AMERICANA PARTNERS, LLC

Houston, TXCRD #5600454Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Hall Wellington has worked in the securities industry since 2008. They have passed the Series 66, 7, and 3 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/3/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 7/16/2013
Series 7
General Securities Representative Examination
Passed 11/17/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Americana Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PATRICK CAPITAL MARKETS, LLCCurrent
5/20/2026Houston, TX
SAXONY SECURITIES, INC.Current
1/30/2025Houston, TX
AMERICANA PARTNERS, LLCCurrent
4/26/2019Houston, TX
MORGAN STANLEY
6/1/20095/8/2019Houston, TX
MORGAN STANLEY & CO. INCORPORATED
12/4/20086/1/2009Houston, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AMERICANA PARTNERS, LLC

Showing 12 of 53 in the directory

View AMERICANA PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Hall Wellington IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched