Chad L. Clary

AMERICANA PARTNERS

Monument, CO

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CRD#: 3076750

Professional summary

Chad Lafate Clary, CIMA® is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Monument, Colorado.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chad has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 31, Series 7, Series 6 and Series 30 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.

(1) SCRE Holdings LLC, Investment related, 5600 Greenridge Midland TX 79707, Real Estate Investment, Position: Member, 2/hrs per week. No trading hours. Start date 04/2012, Managing and Maintaining Real Estate Properties. (2) CK4 Holdings DBA ChadandKay Coaching, not investment related. 19190 Langtree Ct, Monument, CO 80132, Manager, Start date 12/2021. Mindset coaching and mentoring, approximately 5 hours per month, 1-2 hours during securities trading hours. Coaching and mentoring.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Lafate Clary'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 31, 2024 - Present

AMERICANA PARTNERS, LLC

Office #2: 6 Desta Drive Suite 2551, Midland, TX 79705

RIA

CRD#: 301354

Monument, CO

Past

May 4, 2012 - April 15, 2025

SYNTAL CAPITAL PARTNERS, LLC

RIA

CRD#: 161954

MIDLAND, TX

Past

May 4, 2012 - December 3, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

MIDLAND, TX

Past

January 12, 1999 - May 8, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIDLAND, TX

Past

January 11, 1999 - May 8, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIDLAND, TX

Past

July 14, 1998 - December 16, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Colorado
(1/31/2024)

IAR

Texas
(1/31/2024)

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 65

Date: 1/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/30/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 6/7/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/23/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 30

Date: 8/20/2013

NFA Branch Manager 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)

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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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Firm Stability Insights

Chad L. Clary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Lafate Clary's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNTAL CAPITAL PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/1999

Series 63

Date: 7/9/1998

Series 3

Date: 10/30/2006

Series 31

Date: 6/7/2004

Series 7

Date: 11/23/1998

Series 6

Date: 7/2/1998

Series 30

Date: 8/20/2013

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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