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Robert Lee Stillwell

Americana Partners, LLC

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About Robert Lee Stillwell

Robert Stillwell is an investment advisor representative at Americana Partners, LLC. Robert Stillwell has been in the industry since 2008. Robert Stillwell is registered in Texas and has a Series 7, Series 63, and Series 65 license. Robert Stillwell previously worked for UBS Securities LLC, Citigroup Global Markets Inc., and Scotia Capital (USA) Inc.. Americana Partners, LLC is a registered investment advisor headquartered in Houston, Texas. Americana Partners, LLC is registered in Texas.

Firm Information

Robert Stillwell 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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Robert Stillwell’s Registration & Firm History

TX

03/05/2022 - Present

Americana Partners, LLC (HOUSTON TX)

TX

01/20/2011 - 07/03/2012

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

TX

08/17/2010 - 01/10/2011

UBS SECURITIES LLC (HOUSTON TX)

TX

03/26/2008 - 05/19/2010

SCOTIA CAPITAL (USA) INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lee Stillwell.
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