Edward M. Mobbs

AMERICANA PARTNERS

Beverly Hills, CA 90210

Some features on this profile are disabled

CRD#: 7083107

Professional summary

Edward Matthew Mobbs is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Beverly Hills, California.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Edward has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Matthew Mobbs'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

March 4, 2026 - Present

AMERICANA PARTNERS, LLC

Office #1: 9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210

RIA

CRD#: 301354

Beverly Hills, CA

Past

March 19, 2025 - November 20, 2025

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Los Angeles, CA

Past

February 2, 2023 - May 24, 2024

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BEVERLY HILLS, CA

Past

February 2, 2023 - May 24, 2024

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BEVERLY HILLS, CA

Past

May 14, 2021 - February 23, 2022

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BEVERLY HILLS, CA

Past

December 7, 2020 - February 23, 2022

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BEVERLY HILLS, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(3/4/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/14/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/7/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/25/2020

Securities Industry Essentials Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Lake Forest, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edward M. Mobbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Matthew Mobbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SERVICES NETWORK

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2021

Series 7TO

Date: 12/7/2020

SIE

Date: 5/25/2020

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

Similar Advisors