Unclaimed
David Martin Darst is a financial advisor with Americana Partners, LLC, based in Houston, TX. David has been in the industry for over 40 years, previously working with firms like Morgan Stanley and Goldman, Sachs & Co. David specializes in providing financial planning and investment management services to high-net-worth individuals, charitable organizations, corporations, and other businesses. He is also a Chartered Financial Analyst (CFA) and has authored several books on finance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/29/2019 - Present
Americana Partners, LLC (HOUSTON TX)
NY
06/01/2009 - 01/27/2017
MORGAN STANLEY (PURCHASE NY)
NY
10/29/1996 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
12/01/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/22/1975 - 10/28/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
01/26/1972 - 12/31/1974
GOLDMAN SACHS INTERNATIONAL CORP.
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1983
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/1976
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/23/1976
Series 40 - Registered Principal Examination
BC
Issued 01/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/20/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 01/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
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