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Ronald Ed Thacker

Americana Partners, LLC

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About Ronald Ed Thacker

Ronald Ed Thacker is an investment advisor representative with Americana Partners, LLC. Ronald has been in the industry since 1986 and has held previous positions with Morgan Stanley, Purshe Kaplan Sterling Investments, Lehman Brothers Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Ronald is registered to provide investment advice in Louisiana and Texas. Americana Partners, LLC provides financial planning, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Ronald Thacker 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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Ronald Thacker’s Registration & Firm History

TX

03/31/2021 - Present

Americana Partners, LLC (HOUSTON TX)

TX

06/28/2021 - 10/05/2023

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

TX

06/01/2009 - 01/21/2021

MORGAN STANLEY (DALLAS TX)

TX

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)

TX

08/13/1990 - 04/02/2007

MORGAN STANLEY DW INC. (DALLAS TX)

NY

05/30/1989 - 08/30/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

04/25/1986 - 06/09/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 01/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/03/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/03/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1991

Series 3 - National Commodity Futures Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Ed Thacker.
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