CR
CR

Charles Robert Ross

6 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
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
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Location

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

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History

Regulatory History (1)
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Judgment / Lien
January 2019
Employment History
Current Registrations
Frost Investment Advisors, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Nylife Securities LLCBroker
September 2018 - October 2022 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.