Carleen
Pirro

Frost Investment Services

CRD#1563591
Investment Advisor
in Dallas, TX
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About this Advisor

Carleen Pirro is a certified financial planner who works in Dallas, Texas, with a total of 18 years of experience as a financial advisor. Pirro is on the advisory team at Frost Investment Services. Pirro has gained experience at Frost Brokerage Services, Frost Investment Services and Frost National Bank. Pirro maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Frost Investment Services is a financial advisory company that has its headquarters in Dallas, Texas. The firm has offices in five locations and a total of 91 people on staff. It administers $1 billion in total assets between its 922 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 922 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. Frost Investment Services provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees are based on the financial services. However, fees billed by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

2950 N Harwood 14Th Floor
Dallas, TX 75201

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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

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Investment Advisory Services

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

Carleen Pirro Work History

Carleen has 18 years of experience.

2017 - Present (2 years)

Frost Investment Services

2016 - Present (3 years)

Frost National Bank

2000 - Present (19 years)

Frost Brokerage Services

Disclosures

Carleen Pirro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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