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AS

Allen Sabanovic

AMERICANA PARTNERS
Dallas, TX 75225
Some features on this profile are disabled
CRD#: 2553505
AS

Professional summary

Allen Sabanovic, who also goes by Allen Sabanovic, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Dallas, Texas.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Allen has worked at 11 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 3, Series 7, Series 10, Series 9, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allen Sabanovic

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 Allen Sabanovic'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

December 7, 2023 - Present

AMERICANA PARTNERS, LLC

Office #1: 8343 Douglas Ave. Suite 150, Dallas, TX 75225
RIA
CRD#: 301354
Dallas, TX
Past

April 18, 2016 - December 1, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Dallas, TX
Past

June 1, 2009 - December 1, 2023

MORGAN STANLEY

BD
CRD#: 149777
Dallas, TX
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 10, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 23, 2004 - November 15, 2004

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

October 11, 2001 - March 26, 2004

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

October 13, 2000 - July 31, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 5, 1999 - June 26, 2000

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

November 18, 1998 - December 10, 1998

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
Past

November 25, 1997 - November 18, 1998

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

July 16, 1996 - September 18, 1997

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

May 14, 1996 - July 23, 1996

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY

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
Texas
(12/7/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/28/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
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: 1/21/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/4/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/22/2014
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/29/2000
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/13/1996
General Securities Principal Examination

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#: 301354Dallas, TX 75225

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