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Ronald E. Thacker

AMERICANA PARTNERS
Austin, TX 78746
Some features on this profile are disabled
CRD#: 1487239
RT

Professional summary

Ronald Ed Thacker, who also goes by Ronald E Thacker, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Austin, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Ronald has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald E Thacker

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 LLC - Investment related - 919 Congress Ave, Austin TX 78657 - RIA - President - Start 3/2021 - 160 Hrs/100 Trading Hrs - President and Owner of the RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Ed Thacker'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 31, 2021 - Present

AMERICANA PARTNERS, LLC

Office #1: 6836 Bee Caves Road Suite 264, Austin, TX 78746
RIA
CRD#: 301354
Austin, TX
Past

June 28, 2021 - October 5, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Austin, TX
Past

June 1, 2009 - January 21, 2021

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

June 1, 2009 - January 21, 2021

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
DALLAS, TX
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
DALLAS, TX
Past

August 13, 1990 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
DALLAS, TX
Past

August 13, 1990 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
DALLAS, TX
Past

May 30, 1989 - August 30, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 25, 1986 - June 9, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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".
AP
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
Louisiana
(4/5/2021)
IAR
Texas
(3/31/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/23/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/3/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/5/1991
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/3/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

AP
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
50

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,931
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.

Company Information

AMERICANA PARTNERS, LLC

CRD#: 301354Austin, TX 78746

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