bank
Frost Investment Services
SAN ANTONIO, TX
CRD: 286129
In PWD coverage since August 31, 2026 · 5 stories
$3.7BRegulatory AUMSEC Form ADV · Sep 4
177EmployeesForm ADV
+22Talent net · 12 months22 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +22 · 22 arrivals · 0 departures
Arrivals
Advisor
Sep 6
Advisor
Sep 5 · from UBS
Advisor
Sep 5 · from UBS
Advisor
Sep 5 · from UBS
Advisor
Sep 4 · from UBS
Advisor
Sep 1 · from UBS
Departures
None tracked.
PWD coverage
The Close
The talent war’s quieter front
The Sept. 6 registration file paired four block-trade team moves with the single-advisor moves into Prudential and Linsco by LPL. The quieter ones are the ones to watch.