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Nicholas R. Watne

FROST INVESTMENT SERVICES, LLC·SAN ANTONIO, Texas
SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 99TOFROST INVESTMENT SERVICES, LLC
111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 3135342Firm CRD# 286129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas R. Watne · SAN ANTONIO, TX
Registration
CRD #3135342 · FROST INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 9
Series 10
Series 24
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FROST INVESTMENT SERVICES, LLC
CRD 286129 · SEC 801-108754
AUM
$2.7B
Regulatory assets under management
Employees
166
2,792 client accounts
Services offered by FROST INVESTMENT SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FROST INVESTMENT SERVICES, LLC →
Introduction

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Frequently Asked Questions

What services does Nicholas R. Watne offer?
Nicholas R. Watne specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Nicholas R. Watne's credentials?
Nicholas R. Watne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas R. Watne located?
Nicholas R. Watne is based in SAN ANTONIO, Texas, working with FROST INVESTMENT SERVICES, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Nicholas R. Watne charge for services?
Nicholas R. Watne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FROST INVESTMENT SERVICES, LLC?
FROST INVESTMENT SERVICES, LLC has approximately 166 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FROST INVESTMENT SERVICES, LLC

Angela Kristina Holliday
SAN ANTONIO, TX
Christopher Scott Walsh
SAN ANTONIO, TX
Jack Brandon Repa
SAN ANTONIO, TX
Karen Johnson Banks
SAN ANTONIO, TX

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