AO
CFP
AO
CFP

Amy Ogden

10 Years of Experience
Houston, TX
BrokerSells Insurance

Amy Ogden is a CFP-designated registered investment advisor, based in Houston, TX, with 10 years of industry experience.

Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

Get directions

History

Regulatory History
Clean regulatory record

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

Amy is a registered representative with Saxony Securities and an investment advisor representative with Americana Partners, dedicating nearly full-time hours to the latter. She is also an insurance agent selling various fixed products and a member of the TriState Capital Bank Advisory Board, dedicating minimal time to each.

Employment History
Current Registrations
Saxony Securities, INC.
April 2025 - Present · 1 yr
Saxony Securities, INC.Broker
April 2025 - Present · 1 yr
Americana Partners, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - November 2024 · 1 yr 9 mos
Morgan Stanley
February 2016 - February 2023 · 7 yrs
Morgan StanleyBroker
January 2016 - February 2023 · 7 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.