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Nicholas M Perez

Americana Partners, LLC

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About Nicholas M Perez

Nicholas Perez is an investment advisor representative with Americana Partners, LLC. Nicholas has been in the financial services industry since September 2016. Nicholas is registered with the state of Texas. Nicholas is licensed to provide financial services to individuals, corporations, and other entities. Americana Partners, LLC is a registered investment advisor with the SEC. The firm specializes in providing financial planning and portfolio management services. Americana Partners, LLC also offers other services, including selection of other advisors and portfolio management for pooled investment vehicles.

Firm Information

Nicholas Perez is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Perez’s Registration & Firm History

TX

06/14/2023 - Present

Americana Partners, LLC (HOUSTON TX)

TX

07/24/2019 - 03/07/2023

MORGAN STANLEY (Midland TX)

TX

08/03/2018 - 05/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ODESSA TX)

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Licenses & Designations

BOTH

Issued 09/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas M Perez.
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