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Robert Cassin Muse

Investment adviser representative at Americana Partners, LLC
29 yearsExperience
1 stateRegistered in
$9.1BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

29 years in the industry.

  1. Americana Partners, LLCJul 2019 to now
  2. Purshe Kaplan Sterling InvestmentsMay 2019 to Jun 2023
  3. UnemployedDec 2018 to May 2019
  4. Energy Opportunities Cap MgmtOct 2017 to Dec 2018
  5. UnemployedJun 2017 to Oct 2017
  6. Piper Jaffray & Co.Feb 2016 to Jun 2017
  7. Simmons & Company LtdJun 1997 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (TX).

Americana Partners, LLC

$9.1BAssets managed
1,818Clients
53Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2602702
Firm CRD
301354
Advisor's SEC record (opens in a new tab)
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