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Chad Lafate Clary

26 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,455 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$6.1B

Fee Structure

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Location

6 Desta Drive, Suite 5950, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is a member of SCRE Holdings LLC, a real estate investment company, dedicating a few hours per week to managing and maintaining properties. He also manages CK4 Holdings DBA ChadandKay Coaching, providing mindset coaching and mentoring for minimal time each month.

Employment History
Current Registrations
Americana Partners, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Syntal Capital Partners, LLC
May 2012 - April 2025 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - May 2012 · 13 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.