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David Martin Darst

Americana Partners, LLC

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About David Martin Darst

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.

Firm Information

David Darst 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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David Darst’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Martin Darst.
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