AO
CFP
AO
CFP

Amy Lawler Ogden

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,455 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$6.1B

Fee Structure

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Location

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

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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.

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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.Broker
April 2025 - Present · 10 mos
Saxony Securities, INC.
April 2025 - Present · 10 mos
Americana Partners, LLC
February 2023 - Present · 3 yrs
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
Exams
No exam information available for this advisor.