Brian
Maguire

Frost Investment Services

CRD#5459741
Investment Advisor
in Austin, TX
Are you Brian Maguire? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Maguire is a certified financial planner and chartered financial analyst who is based in Austin, Texas. Currently an advisor at Frost Investment Services, they have accumulated 14 years of practice in the financial advisory industry. Maguire holds a Series 63 license, certifying them as a securities representative. Maguire is registered to act as an advisor based out of Texas. Their career trajectory has included roles at Frost National Bank, Frost Brokerage Services, Frost Investment Advisors, LLC and Frost Bank. Frost Investment Services is headquartered in Austin, Texas, and operates out of five other locations throughout the country. As a firm, Frost Investment Services oversees $1 billion in assets throughout 922 client accounts and retains more than 91 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. The firm manages 921 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Frost Investment Services can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

14 years

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

Disclosures

No

Office Location

401 Congress Avenue
Austin, TX 78701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Frost Investment Services Brokerage Details

Total Assets Under Management

$1,136,908,881

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

91

TX Average: 49
Total Number of Accounts

922

TX Average: 2,315
Average Account Size

$1,233,090

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Brian Maguire Work History

Brian has 14 years of experience.

2017 - Present (2 years)

Frost Brokerage Services

2017 - Present (2 years)

Frost Bank

2009 - 2016 (7 years)

Frost Investment Advisors, LLC

2007 - 2009 (2 years)

Frost Brokerage Services

2004 - 2009 (5 years)

Frost National Bank

Disclosures

Brian Maguire has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started