Unclaimed Profile

Alan Robert Adelman

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas

Series 7, Series 63, Series 65Clean record7 years registeredFROST INVESTMENT ADVISORS, LLC

111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 1081125Firm CRD# 146148

Profile Verification

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

Identity

Alan Robert Adelman · SAN ANTONIO, TX

Registration

CRD #1081125 · FROST INVESTMENT ADVISORS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

FROST INVESTMENT ADVISORS, LLC

Jul 2019 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 30, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FROST INVESTMENT ADVISORS, LLC

CRD 146148 · SEC 801-68724

AUM

$4.9B

Regulatory assets under management

Employees

11 client accounts

Services offered by FROST INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at FROST INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alan Robert Adelman offer?

Alan Robert Adelman specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Alan Robert Adelman's credentials?

Alan Robert Adelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Robert Adelman located?

Alan Robert Adelman is based in SAN ANTONIO, Texas, working with FROST INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Alan Robert Adelman charge for services?

Alan Robert Adelman's firm is compensated through percentage of aum, other: provide models to 3rd parties and receive asset-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FROST INVESTMENT ADVISORS, LLC?

FROST INVESTMENT ADVISORS, LLC has approximately 30 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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