AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
FB

Fatina M. Benjamin

AMERICANA PARTNERS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 4209747
FB

Professional summary

Fatina Mckenzie Benjamin, who also goes by Fatina Simone Mckenzie, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

Fatina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Fatina has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fatina Simone Mckenzie

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. Investment Related. 811 Louisiana St., Suite 2420, Houston, TX 77002. RIA. AVP, Relationship Specialist. Start 04/2019. 160hrs/mo, 130hrs/mo during trading hours. Client Service. (2) Purshe Kaplan Sterling Investments; Investment Related; Houston, TX; Broker Dealer; Registered Rep; Start 05/2019; 20 hours/month; 1 hours during trading hours; Client Service/Administration (3) Charles Schwab; Investment Related; 3000 Schwab Way, Westlake, TX 76262; Schwab Client Experience Panel; Member; Start 05/2024; 10 hours/month; 0 hours during trading hours; To provide ideas and feedback that are instrumental in helping Schwab develop high-level strategies as well as enhanced products, services and procedures to better serve you and your peers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fatina Mckenzie Benjamin'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

January 18, 2022 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002
RIA
CRD#: 301354
Houston, TX
Past

May 17, 2019 - October 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Houston, TX
Past

June 1, 2009 - May 6, 2019

MORGAN STANLEY

RIA
CRD#: 149777
HOUSTON, TX
Past

June 1, 2009 - May 6, 2019

MORGAN STANLEY

BD
CRD#: 149777
HOUSTON, TX
Past

July 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
HOUSTON, TX
Past

July 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
HOUSTON, TX
Past

September 3, 2007 - July 25, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
HOUSTON, TX
Past

July 17, 2006 - July 25, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
HOUSTON, TX

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
(1/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/2006
General Securities Representative 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)
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
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#: 301354Houston, TX 77002

TRUST BUT VERIFY

Monitor Fatina Benjamin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
LW
Li-e WangAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
Houston, TX
JM
James MarshallAdvisorCheck Check Mark
MARSHALL WEALTH MANAGEMENT, LLC
IAR
SUGAR LAND, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.