William S. Busch

AMERICANA PARTNERS

Dallas, TX 75225

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CRD#: 5570827

Professional summary

William Sheldon Busch, CFP®, who also goes by Sheldon Busch, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Dallas, Texas and SAXONY SECURITIES, INC. located in Dallas, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. William has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheldon Busch

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,) Americana Partners Planning Strategies. Investment Related. Insurance. Owner/Insurance Agent. 811 Louisiana St, Suite 2420, Houston TX 77002. Start 8/2020. 7 hours per month, less than one during trading hours. 2.) Americana Partners, LLC; Investment Related; Managing Director, Founding Partner/Investment Adviser Representative; Investment Advisory firm; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; IAR; Started 4/2019; 160 hours per month; all during trading hours 3.) Saxony Securities, Inc. ; Investment Related; Registered Representative; Broker Dealer; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; Started 05/2025; 10 hrs/mo during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sheldon Busch'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 26, 2019 - Present

AMERICANA PARTNERS, LLC

Office #1: 8343 Douglas Ave. Suite 150, Dallas, TX 75225

RIA

CRD#: 301354

Dallas, TX

Current

May 21, 2025 - Present

SAXONY SECURITIES, INC.

Office #1: 8343 Douglas Avenue Suite 150, Dallas, TX 75225

CRD#: 115547

Dallas, TX

Past

April 26, 2019 - June 10, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dallas, TX

Past

June 1, 2009 - May 7, 2019

MORGAN STANLEY

RIA

CRD#: 149777

AUSTIN, TX

Past

June 1, 2009 - May 7, 2019

MORGAN STANLEY

CRD#: 149777

AUSTIN, TX

Past

April 27, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

AUSTIN, TX

Past

April 27, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

AUSTIN, TX

Past

October 13, 2008 - May 5, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ADDISON, TX

Past

September 25, 2008 - May 5, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ADDISON, TX

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

Oklahoma
(5/21/2025)

Tennessee
(5/21/2025)

IAR

Texas
(4/26/2019)

Texas
(5/21/2025)

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 66

Date: 10/10/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/29/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/23/2008

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.

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Advisor Monitoring

Firm Stability Insights

William S. Busch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sheldon Busch's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2008

SIE

Date: 10/1/2018

Series 31

Date: 6/29/2009

Series 7

Date: 9/23/2008

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

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