Robert Wellington has been Founding Partner/8/2024 Chief Operating Officer of Americana Partners since April 2019, is a control person of the firm and directly owns under 5% of it. Robert Wellington holds a B.B.A. in Sociology from Duke University and a Certificate in Markets and Management from Duke University.
Americana Partners, LLC is a Houston, TX firm with $9.1B under management, 1,818 clients and 34 advisers across 11 offices, as of its September 2026 filing.
Robert Wellington is Chief Operating Officer of Americana Partners. He is currently a Managing and Founding Partner of Americana Partners. He was a Senior Vice President Private Wealth Advisor in Morgan Stanley's Private Wealth Division for eleven years, and joined Morgan Stanley in 2008 as an analyst in the Private Wealth Group.
Robert Wellington’s longest registration was 9 years at Morgan Stanley (2009–2019). Before joining Americana Partners in 2019, Robert Wellington was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Americana Partners, LLCCurrent– present · 7 yearsHouston, TX · Adviser representative · Firm CRD 301354
- Morgan Stanley– · 9 yearsHouston, TX · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearHouston, TX · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Robert Wellington is registered as an investment adviser representative in Texas, since April 2019.
- TexasSince 26 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 16 July 2013 |
| Series 66 | Uniform Combined State Law Examination | 3 December 2008 |
| Series 7 | General Securities Representative Examination | 17 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Hall Wellington
- CRD
- 5600454
- Firm
- Americana Partners · CRD 301354
- Role
- Founding Partner/8/2024 Chief Operating Officer
- Office
- 811 LOUISIANA STREET, SUITE 2420, Houston, TX 77002
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- americanapartners.com
Where does Robert Wellington work?
Robert Wellington has been Founding Partner/8/2024 Chief Operating Officer of Americana Partners, LLC since April 2019, and is a control person of the firm.
Is Robert Wellington a financial advisor?
Yes. Robert Wellington has a current investment-adviser registration in Texas, through Americana Partners since April 2019.
How many years of experience does Robert Wellington have?
Robert Wellington has 17 years in the financial industry, since November 2008, across 3 adviser firms.
What exams has Robert Wellington passed?
Robert Wellington has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in November 2008. FINRA credited Robert Wellington with the SIE, which began in October 2018.
Where did Robert Wellington work before Americana Partners?
Before Americana Partners, Robert Wellington was registered through Morgan Stanley & Co. Incorporated, December 2008 to June 2009.
Where is Robert Wellington based?
Robert Wellington’s registered office is in Houston, TX.
Is Robert Wellington registered with FINRA?
Yes. Robert Wellington has a current broker registration, under CRD 5600454.
Source: FINRA BrokerCheck
How can I verify Robert Wellington’s record?
Search CRD 5600454 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Wellington’s full registration record.
