Alex Charles Zengo
Investment adviser representative at Americana Partners, LLC
17 yearsExperience
1 stateRegistered in
$9.1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Saxony Securities, IncDec 2024 to now
- Americana Partners, LLCSep 2020 to now
- Americana Partners Securities, LLCOct 2023 to Nov 2024
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to Nov 2024
- Morgan Stanley Services Group, IncNov 2017 to Sep 2020
- Morgan StanleyJun 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Americana Partners, LLC
$9.1BAssets managed
1,818Clients
53Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070514
- Firm CRD
- 301354