M H P. Moldawer

AMERICANA PARTNERS

Houston, TX 77002

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CRD#: 1792696

Professional summary

M H P Moldawer, who also goes by M H Palmer Moldawer, Marc Henry Palmer Moldawer, Palmer Moldawer, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas and SAXONY SECURITIES, INC. located in Houston, Texas.

M H is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. M H has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

M H Palmer Moldawer | Marc Henry Palmer Moldawer | Palmer Moldawer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 7/2025 Saxony Securities, Inc.; Investment Related; Broker Dealer/ Registered Representative; 811 Louisiana Street, Ste 2420, Houston, TX 77002; 2 hrs/month; 2 hours during trading hours; variable annuity oversight 2) 5/2025 Americana Partners, LLC; Investment-related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; RIA; IAR; 160 hrs/month; 120 hours during trading hours; wealth management, client interaction 3.) 04/1995 Independent Licensed insurance Agent; Investment Related; Houston, Texas; Annuity and life 4.) 2010 Little Bay Bahamas; Owner; VRBO Rental Property; Non Investment Related; City Bahamas; Harbour Island, Bahamas; 1hr/month; Duties are to pay bills, upkeep. 5.) Charlotte Ranch Investors Ltd. and LLC, Houston, Texas 77024; Family Ranch; Member of General Partner & Ltd.; PART-Hold 4 Accounts at MSSB- Family Ranch in a limited Partnership (FLP) ; 29% Owner of Partnership & Member of the General Partner. 6.) Trust; Investment related; Houston, Texas; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements 7.) Trust; Investment related; Houston, Texas; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view M H P Moldawer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2025 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002

RIA

CRD#: 301354

Houston, TX

Current

July 11, 2025 - Present

SAXONY SECURITIES, INC.

Office #1: 811 Louisianna St Suite 2420, Houston, TX 77002

CRD#: 115547

Houston, TX

Past

June 1, 2009 - May 16, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Houston, TX

Past

June 1, 2009 - May 16, 2025

MORGAN STANLEY

CRD#: 149777

Houston, TX

Past

March 27, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

HOUSTON, TX

Past

March 27, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

HOUSTON, TX

Past

July 13, 2001 - April 15, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

July 13, 2001 - April 15, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HOUSTON, TX

Past

January 3, 1995 - July 20, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 27, 1990 - January 20, 1995

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Past

September 1, 1988 - August 17, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

CRD#: 22540

Past

March 23, 1988 - September 1, 1988

BOETTCHER & COMPANY, INC.

CRD#: 101

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/11/2025)

Illinois
(7/11/2025)

Montana
(7/11/2025)

IAR

Texas
(5/2/2025)

Texas
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/26/1998

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

M H P. Moldawer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view M H P Moldawer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

RAUSCHER PIERCE REFSNES, INC.

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

BOETTCHER & COMPANY, INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2005

Series 63

Date: 3/25/1988

SIE

Date: 10/1/2018

Series 3

Date: 1/26/1998

Series 7

Date: 3/19/1988

FINRA

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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