Phillip
Knight
Americana Partners, LLC
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About this Advisor
Phillip Knight is a certified financial planner operating in Midland, Texas. Knight currently works for Americana Partners, LLC. During their career, Knight has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Americana Partners, LLC, Purshe Kaplan Sterling Investments and Morgan Stanley Private Bank, N.A. Knight has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Texas. Americana Partners, LLC is a registered investment business headquartered in Houston, TX. The company has offices in four locations and a total of 42 advisors. It has $4 billion in assets under management among its 2,560 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 34 charitable organizations. Of its 2,560 client accounts, 46% belong to high-net-worth individuals who have at least $1 million in investable assets. Americana Partners, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which service is provided. Fee types charged by Americana Partners, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Americana Partners, LLC Brokerage Details
$3,832,019,871
42
2,560
$1,496,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Phillip Knight Work History
Phillip has been registered as a financial advisor for 0 years.*
Americana Partners, LLC
Purshe Kaplan Sterling Investments
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Knight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Americana Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Austin, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
