Nicholas M Perez
Investment adviser representative at Americana Partners, LLC
13 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
13 years in the industry.
- Americana Partners, LLCFeb 2023 to now
- Morgan StanleyJun 2019 to Mar 2023
- Bank of America, N.A.Sep 2016 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to May 2019
- Best BuySep 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6959658
- Firm CRD
- 301354