Anthony
Sacco

Frost Investment Services

CRD#4576798
Investment Advisor
in Houston, TX

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About this Advisor

Anthony Sacco is a financial advisor based in Houston, Texas, working with Frost Investment Services. Anthony has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, Usi Consulting Group, Inc, Usi Securities, Inc, Usi Advisors, Inc, Gwfs Equities, and Frost Brokerage Services. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Anthony is part of Frost Investment Services, which operates out of Houston, Texas. The firm has 50 offices and 166 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Frost Investment Services includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1700 Post Oak Blvd Ste 400
Houston, TX 77056

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,737,039,224

TX Average: $3,042,739,679
Total Number of Employees

166

TX Average: 49
Total Number of Accounts

2,792

TX Average: 2,315
Average Account Size

$980,315

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Anthony Sacco Work History

2022 - Present (2 years)

Frost Brokerage Services

2021 - 2022 (1 year)

Gwfs Equities

2020 - 2021 (1 year)

Usi Consulting Group, Inc

2020 - 2021 (1 year)

Usi Securities, Inc

2020 - 2021 (1 year)

Usi Advisors, Inc

2005 - 2020 (15 years)

Principal Life Insurance Company

2005 - 2020 (15 years)

Princor Financial Services Corporation

Disclosures

Please visit the SEC profile of Anthony Sacco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frost Investment Services

Austin Kroll
San Antonio, TX
Robert Malina
Austin, TX
Lisa Torres
San Antonio, TX
Misty Thompson
San Antonio, TX
Kyle Snyder
Southlake, TX
Mary Grigsby
San Antonio, TX
Carina Diaz
San Antonio, TX
Duncan Morrow
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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