Robert Wellington is a registered investment advisor, based in Houston, TX, with 17 years of industry experience.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a registered representative with Saxony Securities and a Managing Director/Founding Partner/IAR with Americana Partners, LLC, spending minimal time and about half his time, respectively, on these investment-related activities. Robert is also an insurance agent through Americana Partners Planning Strategies, dedicating a few hours per week to this role.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Securities, INC.
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.