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DD

David M. Darst

AMERICANA PARTNERS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 61129
DD

Professional summary

David Martin Darst is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. David has worked at 6 firms and has passed the Series 63, SIE, Series 87, Series 5, PC, Series 1, Series 4, Series 12 and Series 40 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Darst'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 29, 2019 - Present

AMERICANA PARTNERS, LLC

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

June 1, 2009 - January 27, 2017

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

December 1, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 29, 1996 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 22, 1975 - October 28, 1996

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 26, 1972 - December 31, 1974

GOLDMAN SACHS INTERNATIONAL CORP.

BD
CRD#: 2030

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
(8/29/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/21/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 3/3/2008
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 5
Date: 4/20/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 7/27/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/24/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/23/1983
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 2/26/1976
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 40
Date: 2/23/1976
Registered 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#: 301354Houston, TX 77002

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