Unclaimed Profile

Alex Charles Zengo

AMERICANA PARTNERS, LLC·HOUSTON, Texas

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record20 years registeredAMERICANA PARTNERS, LLC

811 LOUISIANA STREET, HOUSTON, TX 77002CRD# 3070514Firm CRD# 301354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alex Charles Zengo · HOUSTON, TX

Registration

CRD #3070514 · AMERICANA PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

AMERICANA PARTNERS, LLC

Sep 2020 – present

MORGAN STANLEY

Jan 2018 – Sep 2020

HOUSTON, TX

MORGAN STANLEY

Jun 2009 – Jan 2018

HOUSTON, TX

MORGAN STANLEY & CO. INCORPORATED

Mar 2006 – Jun 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · March 27, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICANA PARTNERS, LLC

CRD 301354 · SEC 801-115018

AUM

$4.9B

Regulatory assets under management

Employees

5,825 client accounts

Services offered by AMERICANA PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AMERICANA PARTNERS, LLC →

Introduction

Speak with Alex

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alex is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alex Charles Zengo offer?

Alex Charles Zengo specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Alex Charles Zengo's credentials?

Alex Charles Zengo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alex Charles Zengo located?

Alex Charles Zengo is based in HOUSTON, Texas, working with AMERICANA PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Alex Charles Zengo charge for services?

Alex Charles Zengo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICANA PARTNERS, LLC?

AMERICANA PARTNERS, LLC has approximately 45 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →