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Maria J. Barrientos

AMERICANA PARTNERS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 5140591
MB

Professional summary

Maria Jose Barrientos, who also goes by Maria J Barrientos, Maria Jose Marin, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas and SAXONY SECURITIES, INC. located in Houston, Texas.

Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Maria has worked at 5 firms and has passed the Series 66, Series 3, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maria J Barrientos | Maria Jose Marin

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.) SCHEIRON TRANSPORTATION INC; NON-INVESTMENT RELATED; BUSINESS ADDRESS IS PERSONAL RESIDENCE; A PRIVATE - FLATBED TRUCKING COMPANY; POSITION WITH THE BUSINESS IS: 50% BENEFICIAL OWNER/FOUNDING DIRECTOR OF THE BUSINESS; TITLE: FOUNDING DIRECTOR, 50% BENEFICIAL CO-OWNER OF BUSINESS WITH SPOUSE; NAMED AS DIRECTOR IN THE COMPANY'S CERTIFICATE OF FORMATION; START DATE IS: AUGUST 2006. 0 HOURS/MONTH I DEVOTE TO THE OTHER BUSINESS IS: 0 HOURS; CURRENTLY DO NOT HAVE ANY ACTIVE DUTIES IN THE OTHER BUSINESSOTHER BUSINESS IS FULLY MANAGED BY SPOUSE/CO-OWNER. 2. 8/2024 Americana Partners, LLC DBA Americana Partners International; Investment Advisory Firm; Title: International Private Wealth Services Executive Director; Investment-Related; Houston TX; 200 Hours/Month; 130 Hours During trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Jose Barrientos'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

August 26, 2024 - Present

AMERICANA PARTNERS, LLC

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

August 27, 2024 - Present

SAXONY SECURITIES, INC.

Office #1: 811 Louisianna St Suite 2420, Houston, TX 77002
BD
CRD#: 115547
Houston, TX
Past

October 14, 2021 - September 17, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Houston, TX
Past

October 14, 2021 - September 17, 2024

MORGAN STANLEY

BD
CRD#: 149777
Houston, TX
Past

March 17, 2020 - September 27, 2021

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
HOUSTON, TX
Past

February 5, 2020 - September 27, 2021

OPPENHEIMER & CO. INC.

BD
CRD#: 249
HOUSTON, TX
Past

December 12, 2012 - April 24, 2014

MORGAN STANLEY

RIA
CRD#: 149777
HOUSTON, TX
Past

December 12, 2012 - April 24, 2014

MORGAN STANLEY

BD
CRD#: 149777
HOUSTON, TX
Past

January 1, 2011 - December 17, 2012

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HOUSTON, TX
Past

March 24, 2010 - December 17, 2012

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(8/26/2024)
RR
Texas
(8/27/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 9/3/2022
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/23/2020
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/28/2020
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

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#: 301354Houston, TX 77002

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