Thomas Jay Kowalchuk

Employer firm

Americana Partners, LLC CRD 301354

$9.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 07/2022
  Samalin Wealth
  Mt. Kisco, NY
• 12/2022 → 06/2025
  Dynasty Financial Partners
  Manhattan Beach, CA
• 06/2025 → Present
  Americana Partners, Llc
  Houston, TX
• 01/2007 → Present
  Tjay Music, Llc
  Manhattan Beach, CA

Other Businesses

• 01/2007 TJay Music, LLC ; Founder/Owner/Managing Director; Music / Entertainment; Non Investment Related; 601 Crest Dr, Manhattan Beach, CA 90266; 20 Hours/month; 00 Hours/during trading hours; Musician - multi-instrumentalist/vocalist/performer/songwriter/producer. Manage and coordinate entertainment and services for various events. • 09/2021 LifeGoal Investments ; Passive Owner/Non Voting Member; Investment Advisory Firm; 9 Hampstead Place Unit 101 Saratoga Springs, NY 12866 ; 0 Hours/month; 0 Hours/during trading hours; This is a passive investment. There are no duties being performed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-31
• S66 Uniform Combined State Law Examination
  2008-11-21

Other Names

• Thomas J Kowalchuk