RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
8yrs
Miles Stackpool has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Beverly Hills, California. Miles has been with Americana Partners since 2025; before that, Miles spent a year at Boulevard Family Wealth Services and seven years at Boulevard Family Wealth. Americana Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.3 million
Advisors at the firm53
States licensed ?2 states
Services through Americana Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowAmericana Partners, LLCCurrent firm
- Sep 2023 – Aug 2024Boulevard Family Wealth Services, LLCPreviously
- 2018 – 2025Boulevard Family WealthPreviously
Contact Miles
(713) 429-5552Firm headquarters in Houston, TX. Ask for Miles. 9355 Wilshire Boulevard Suite 200Beverly Hills, CA 90210Office · Get directions
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Questions to ask Miles
Tailored to Miles’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Miles
How do I contact Miles?
Call Americana Partners at (713) 429-5552 and ask for Miles Stackpool. Miles works from the Beverly Hills, CA office.
How long has Miles been a financial advisor?
Miles has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Miles hold?
Series 65. Tap any license on this page to see what it allows.
Is Miles a fiduciary?
Miles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Miles paid?
Americana Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Miles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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