Frost Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
183
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
17465
Registered since
May 5, 1986

Firm profile

FINTRX

Overview

Frost Brokerage Services, Inc. is organized as a corporation and is recorded by FINTRX as SEC-registered in 1986. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as Unclassified and flags several negative attributes: it is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, is not newly formed, does not serve as a pension consultant, and is not listed as a related adviser. FINTRX provides minimal detail about the firm's business model. Fee arrangements, advisory activities, and client types are not disclosed in the available data, and the firm did not supply information about activities or affiliations. That lack of detail limits visibility into how the entity sources business or how it positions client relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Walsh

    Christopher Walsh

    Chief Operations OfficerCRD 2580114

  • Jack Repa

    Jack Repa

    Chief Compliance OfficerCRD 2558740

Contacts

3 of 181
  • Justin Hopkins

    Justin Hopkins

    National Sales ManagerCRD 5195471

  • John Moreno

    Investment Adviser RepresentativeCRD 5381603

  • Stephanie Vosper

    Stephanie Vosper

    Vice PresidentCRD 5614683

Unlock 178 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
111 W Houston St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth