TrueAdvisor
TrueAdvisor
AR
CFA
AR
CFA

Alexander John Rokowski

Frost Investment Advisors, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Frost Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
10 clients
Average Client Portfolio
$508.0M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Location

111 West Houston Street, 10th Floor, San Antonio, TX, 78205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Frost Investment Advisors, LLC
February 2024 - Present · 2 yrs
Previous Registrations
American Funds Distributors, INC.Broker
May 2018 - July 2023 · 5 yrs 2 mos
American Funds Distributors, INC.
May 2018 - July 2023 · 5 yrs 2 mos
Babson Capital Securities LLCBroker
August 2014 - May 2016 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.