Unclaimed Profile

Carol Jean Severyn

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas

Clean recordFROST INVESTMENT ADVISORS, LLC

111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 7344257Firm CRD# 146148

Profile Verification

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

Identity

Carol Jean Severyn · SAN ANTONIO, TX

Registration

CRD #7344257 · FROST INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Jean Severyn is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with FROST INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

FROST INVESTMENT ADVISORS, LLC

AUM

$4.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FROST INVESTMENT ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES

Regulatory

SEC/IARD CRD# 7344257

Firm CRD# 146148

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Jean Severyn offer?

Carol Jean Severyn specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Carol Jean Severyn's credentials?

Carol Jean Severyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Jean Severyn located?

Carol Jean Severyn 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 Carol Jean Severyn charge for services?

Carol Jean Severyn'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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