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Allen Sabanovic

Americana Partners, LLC

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About Allen Sabanovic

Allen Sabanovic is a financial professional with over 20 years of experience in the financial services industry. Allen has a diverse background in investment banking, securities trading, and wealth management. Allen currently works at Americana Partners, LLC and is registered as an Investment Advisor Representative (IAR) in Texas. Allen is experienced in various investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Allen's expertise spans across various asset classes, including stocks, bonds, mutual funds, and alternative investments.

Firm Information

Allen Sabanovic is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allen Sabanovic’s Registration & Firm History

TX

12/07/2023 - Present

Americana Partners, LLC (Dallas TX)

TX

06/01/2009 - 12/01/2023

MORGAN STANLEY (Dallas TX)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

05/10/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

FL

03/23/2004 - 11/15/2004

NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)

NY

10/11/2001 - 03/26/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

10/13/2000 - 07/31/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

PA

01/05/1999 - 06/26/2000

FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)

NA

11/18/1998 - 12/10/1998

FIRST SECURITY INVESTMENTS, INC.

NY

11/25/1997 - 11/18/1998

ON-SITE TRADING, INC. (GREAT NECK NY)

NY

07/16/1996 - 09/18/1997

MILLENNIUM SECURITIES CORP. (NEW YORK NY)

NY

05/14/1996 - 07/23/1996

DUKE & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/22/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/29/2000

Series 4 - Registered Options Principal Examination

BC

Issued 08/13/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 3 - National Commodity Futures Examination

BC

Issued 05/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Sabanovic.
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