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CFA
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CFA

David Darst

Americana Partners, LLC
52 Years of Experience
Houston, TX
View SEC Summary
View SEC Summary

David Darst is a CFA-designated registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 52 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.

Americana Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
1,818 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$9.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

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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

David is an author of multiple books with McGraw-Hill Book Company, John Wiley & Sons, Inc., and Seapoint Books. He also serves as an advisory board member for The Bullfinch Companies and a senior investment consultant for Dynasty Financial Partners and The Family Office BSC (C), dedicating minimal time to each.

Employment History
Current Registrations
Americana Partners, LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - January 2017 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
October 1996 - June 2009 · 12 yrs 8 mos
Goldman, Sachs & CO.Broker
January 1975 - October 1996 · 21 yrs 9 mos
Goldman Sachs International CORP.Broker
January 1972 - December 1974 · 2 yrs 11 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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